Loomis, Sayles & Company
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Loomis, Sayles & Company’s Celsius Holdings CELH Stock Holding History

Loomis, Sayles & Company’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-81
Closed -$4K – 738
2023
Q4 		$4K Buy
+81
New +$4.32K ﹤0.01% 901

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company's CELH Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Celsius Holdings (CELH) in Q1 2024, closing a stake of 81 shares — an estimated $4K sold.

Loomis, Sayles & Company first reported a position in CELH in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 599 funds tracked by Wall St. Rank hold CELH as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Celsius Holdings position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 81 Celsius Holdings shares in Q1 2024, an estimated $4K.
  • Loomis, Sayles & Company first reported a position in Celsius Holdings in Q4 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's Celsius Holdings position peaked at $4K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.