HighTower Advisors’s Loar Holdings LOAR Stock Holding History

HighTower 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	-3,956	Closed	-$290K	–	4093
2024 Q3	$290K	Buy	+3,956	New	+$262K	﹤0.01%	2840

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

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

TCM

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

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

HighTower Advisors's LOAR Position: Q4 2024 in Review

HighTower Advisors sold out of Loar Holdings (LOAR) in Q4 2024, closing a stake of 3,956 shares — an estimated $290K sold.

HighTower Advisors first reported a position in LOAR in Q3 2024 and held it in 1 quarter. The position peaked at $290K in Q3 2024. 182 funds tracked by Wall St. Rank hold LOAR as of Q4 2024.

HighTower Advisors reported no remaining Loar Holdings position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 3,956 Loar Holdings shares in Q4 2024, an estimated $290K.
HighTower Advisors first reported a position in Loar Holdings in Q3 2024 and held it in 1 quarter.
HighTower Advisors's Loar Holdings position peaked at $290K in Q3 2024.
182 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.