Winthrop Advisory Group’s Loews L Stock Holding History

Winthrop Advisory Group’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,105	Closed	-$249K	–	130
2023 Q2	$249K	Buy	+1,105	New	+$64K	0.04%	113
2023 Q1	–	Sell	-1,117	Closed	-$223K	–	131
2022 Q4	$223K	Buy	1,117 +23	+2%	+$1.28K	0.04%	113
2022 Q3	$205K	Buy	+1,094	New	+$61.4K	0.04%	108

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winthrop Advisory Group's L Position: Q3 2023 in Review

Winthrop Advisory Group sold out of Loews (L) in Q3 2023, closing a stake of 1,105 shares — an estimated $249K sold.

Winthrop Advisory Group first reported a position in L in Q3 2022 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 538 funds tracked by Wall St. Rank hold L as of Q3 2023.

Winthrop Advisory Group reported no remaining Loews position as of Q3 2023 after selling out during the quarter.
Winthrop Advisory Group sold 1,105 Loews shares in Q3 2023, an estimated $249K.
Winthrop Advisory Group first reported a position in Loews in Q3 2022 and held it in 3 quarters.
Winthrop Advisory Group's Loews position peaked at $249K in Q2 2023.
538 funds tracked by Wall St. Rank held Loews as of Q3 2023.

Based on Winthrop Advisory Group's 13F filing for Q3 2023, filed 3 Nov 2023.