Zeke Capital Advisors’s Loews L Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$332K	Sell	5,700 -197	-3%	-$11K	0.02%	315
2022 Q3	$294K	Hold	5,897	–	–	0.02%	317
2022 Q2	$349K	Buy	5,897 +1,188	+25%	+$74.7K	0.02%	286
2022 Q1	$305K	Buy	+4,709	New	+$289K	0.02%	368
2019 Q4	–	Sell	-4,562	Closed	-$235K	–	556
2019 Q3	$235K	Sell	4,562 -9,273	-67%	-$479K	0.02%	494
2019 Q2	$756K	Sell	13,835 -340	-2%	-$17.4K	0.07%	250
2019 Q1	$679K	Sell	14,175 -488	-3%	-$23K	0.06%	287
2018 Q4	$667K	Sell	14,663 -177	-1%	-$8.34K	0.06%	275
2018 Q3	$745K	Sell	14,840 -23	-0.2%	-$1.15K	0.06%	304
2018 Q2	$718K	Hold	14,863	–	–	0.07%	236
2018 Q1	$739K	Buy	14,863 +493	+3%	+$24.9K	0.07%	256
2017 Q4	$719K	Buy	+14,370	New	+$710K	0.08%	215

Other funds holding L

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zeke Capital Advisors's L Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Loews (L) stake by 3.3% in Q4 2022, selling an estimated $11K and leaving 5,700 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #315.

Zeke Capital Advisors first reported a position in L in Q4 2017 and has held it in 12 quarters since. The position peaked at $756K in Q2 2019. 534 funds tracked by Wall St. Rank hold L as of Q4 2022.

Zeke Capital Advisors held 5,700 shares of Loews worth $332K as of Q4 2022.
Zeke Capital Advisors sold 197 Loews shares in Q4 2022, an estimated $11K.
Loews made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #315 holding.
Zeke Capital Advisors first reported a position in Loews in Q4 2017 and has held it in 12 quarters since.
Zeke Capital Advisors's Loews position peaked at $756K in Q2 2019.
534 funds tracked by Wall St. Rank held Loews as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.