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	$144K	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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Evolution Wealth Advisors's LOMA Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of Loma Negra (LOMA) in Q3 2025, closing a stake of 13,044 shares — an estimated $143K sold.

Evolution Wealth Advisors first reported a position in LOMA in Q2 2020 and held it in 15 quarters. The position peaked at $363K in Q3 2020. 67 funds tracked by Wall St. Rank hold LOMA as of Q3 2025.

Evolution Wealth Advisors reported no remaining Loma Negra position as of Q3 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 13,044 Loma Negra shares in Q3 2025, an estimated $143K.
Evolution Wealth Advisors first reported a position in Loma Negra in Q2 2020 and held it in 15 quarters.
Evolution Wealth Advisors's Loma Negra position peaked at $363K in Q3 2020.
67 funds tracked by Wall St. Rank held Loma Negra as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.