Yousif Capital Management’s Loews L Stock Holding History

Yousif Capital Management’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
2026 Q1	$2.93M	Sell	27,441 -965	-3%	-$103K	0.03%	488
2025 Q4	$2.91M	Sell	28,406 -1,912	-6%	-$197K	0.03%	529
2025 Q3	$3.04M	Sell	30,318 -4,042	-12%	-$382K	0.03%	512
2025 Q2	$3.15M	Sell	34,360 -1,723	-5%	-$151K	0.03%	499
2025 Q1	$3.32M	Sell	36,083 -2,224	-6%	-$190K	0.04%	454
2024 Q4	$3.24M	Sell	38,307 -2,049	-5%	-$169K	0.04%	481
2024 Q3	$3.19M	Buy	40,356 +672	+2%	+$52.7K	0.03%	507
2024 Q2	$2.97M	Buy	39,684 +1,786	+5%	+$135K	0.03%	544
2024 Q1	$2.97M	Sell	37,898 -3,354	-8%	-$248K	0.03%	593
2023 Q4	$2.87M	Sell	41,252 -3,045	-7%	-$202K	0.03%	593
2023 Q3	$2.8M	Sell	44,297 -3,053	-6%	-$190K	0.04%	559
2023 Q2	$2.81M	Buy	47,350 +350	+0.7%	+$20.3K	0.03%	597
2023 Q1	$2.73M	Sell	47,000 -3,450	-7%	-$204K	0.04%	587
2022 Q4	$2.94M	Sell	50,450 -1,024	-2%	-$57.1K	0.04%	538
2022 Q3	$2.56M	Buy	51,474 +2,476	+5%	+$139K	0.04%	570
2022 Q2	$2.9M	Buy	48,998 +11,480	+31%	+$722K	0.04%	554
2022 Q1	$2.43M	Sell	37,518 -945	-2%	-$57.9K	0.03%	801
2021 Q4	$2.22M	Buy	+38,463	New	+$2.18M	0.02%	903

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return