Evolution Wealth Advisors’s Loma Negra LOMA Stock Holding History

Evolution Wealth Advisors’s Portfolio LOMA Stock Details LOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,044	Closed	-$143K	–	174
2025 Q2	$143K	Hold	13,044	–	–	0.02%	164
2025 Q1	$143K	Buy	+13,044	New	+$149K	0.02%	145
2023 Q4	–	Sell	-22,959	Closed	-$138K	–	131
2023 Q3	$138K	Buy	22,959 +7,200	+46%	+$46.3K	0.03%	111
2023 Q2	$107K	Hold	15,759	–	–	0.02%	108
2023 Q1	$110K	Buy	+15,759	New	+$110K	0.03%	113
2022 Q4	–	Sell	-15,759	Closed	-$98K	–	123
2022 Q3	$98K	Sell	15,759 -5,759	-27%	-$34.3K	0.03%	104
2022 Q2	$110K	Hold	21,518	–	–	0.03%	109
2022 Q1	$123K	Hold	21,518	–	–	0.03%	117
2021 Q4	$144	Hold	21,518	–	–	0.02%	134
2021 Q3	$153K	Hold	21,518	–	–	0.03%	129
2021 Q2	$147K	Hold	21,518	–	–	0.03%	146
2021 Q1	$136K	Hold	21,518	–	–	0.03%	133
2020 Q4	$132K	Sell	21,518 -62,711	-74%	-$323K	0.03%	121
2020 Q3	$363K	Buy	84,229 +1,865	+2%	+$9.03K	0.1%	74
2020 Q2	$351K	Buy	+82,364	New	+$335K	0.12%	66

Other funds holding LOMA

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return