Loomis, Sayles & Company’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Loomis, Sayles & Company’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,461	Closed	-$327K	–	1000
2022 Q2	$327K	Hold	7,461	–	–	﹤0.01%	471
2022 Q1	$391K	Buy	+7,461	New	+$416K	﹤0.01%	505

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Loomis, Sayles & Company's KBE Position: Q3 2022 in Review

Loomis, Sayles & Company sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 7,461 shares — an estimated $327K sold.

Loomis, Sayles & Company first reported a position in KBE in Q1 2022 and held it in 2 quarters. The position peaked at $391K in Q1 2022. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Loomis, Sayles & Company reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
Loomis, Sayles & Company sold 7,461 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $327K.
Loomis, Sayles & Company first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 2 quarters.
Loomis, Sayles & Company's State Street SPDR S&P Bank ETF position peaked at $391K in Q1 2022.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Loomis, Sayles & Company's 13F filing for Q3 2022, filed 14 Nov 2022.