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Capital Performance Advisors’s Loar Holdings LOAR Stock Holding History

Capital Performance Advisors’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$75 – 2801
2024
Q3 		$75 Buy
+1
New +$66 ﹤0.01% 2749

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Capital Performance Advisors's LOAR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Loar Holdings (LOAR) in Q4 2024, closing a stake of 1 share — an estimated $75 sold.

Capital Performance Advisors first reported a position in LOAR in Q3 2024 and held it in 1 quarter. The position peaked at $75 in Q3 2024. 182 funds tracked by Wall St. Rank hold LOAR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Loar Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Loar Holdings share in Q4 2024, an estimated $75.
  • Capital Performance Advisors first reported a position in Loar Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Loar Holdings position peaked at $75 in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.