Loomis, Sayles & Company
DV icon

Loomis, Sayles & Company’s DoubleVerify DV Stock Holding History

Loomis, Sayles & Company’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-822,017
Closed -$30.2M – 776
2023
Q4 		$30.2M Buy
822,017
+175,958
+27% +$5.48M 0.05% 198
2023
Q3 		$18.1M Buy
646,059
+645,945
+566,618% +$22.1M 0.03% 252
2023
Q2 		$4K Sell
114
-818
-88% -$26.4K ﹤0.01% 882
2023
Q1 		$28K Buy
932
+800
+606% +$21K ﹤0.01% 693
2022
Q4 		$3K Buy
132
+56
+74% +$1.46K ﹤0.01% 802
2022
Q3 		$2K Hold
76
– – ﹤0.01% 789
2022
Q2 		$2K Buy
+76
New +$1.71K ﹤0.01% 826

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return