Loomis, Sayles & Company
IBKR icon

Loomis, Sayles & Company’s Interactive Brokers IBKR Stock Holding History

Loomis, Sayles & Company’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-376
Closed -$8K – 1001
2023
Q3 		$8K Sell
376
-13,484
-97% -$300K ﹤0.01% 838
2023
Q2 		$288K Buy
13,860
+13,344
+2,586% +$263K ﹤0.01% 508
2023
Q1 		$11K Buy
+516
New +$10.5K ﹤0.01% 819
2022
Q3 		– Sell
-144
Closed -$2K – 995
2022
Q2 		$2K Hold
144
– – ﹤0.01% 839
2022
Q1 		$2K Buy
+144
New +$2.48K ﹤0.01% 945
2021
Q4 		– Sell
-584
Closed -$9K – 832
2021
Q3 		$9K Buy
+584
New +$9.2K ﹤0.01% 836

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return