Ethic Inc’s Loar Holdings LOAR Stock Holding History

Ethic Inc’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
2025 Q1	–	Sell	-5,731	Closed	-$424K	–	1231
2024 Q4	$424K	Buy	+5,731	New	+$470K	0.01%	853

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Ethic Inc's LOAR Position: Q1 2025 in Review

Ethic Inc sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 5,731 shares — an estimated $424K sold.

Ethic Inc first reported a position in LOAR in Q4 2024 and held it in 1 quarter. The position peaked at $424K in Q4 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

Ethic Inc reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
Ethic Inc sold 5,731 Loar Holdings shares in Q1 2025, an estimated $424K.
Ethic Inc first reported a position in Loar Holdings in Q4 2024 and held it in 1 quarter.
Ethic Inc's Loar Holdings position peaked at $424K in Q4 2024.
161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Ethic Inc's 13F filing for Q1 2025, filed 13 May 2025.