Loomis, Sayles & Company
LBRT icon

Loomis, Sayles & Company’s Liberty Energy LBRT Stock Holding History

Loomis, Sayles & Company’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-316,140
Closed -$6.04M – 760
2024
Q3 		$6.04M Sell
316,140
-12,742
-4% -$263K 0.01% 405
2024
Q2 		$6.87M Buy
+328,882
New +$7.34M 0.01% 402

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's LBRT Position: Q4 2024 in Review

Loomis, Sayles & Company sold out of Liberty Energy (LBRT) in Q4 2024, closing a stake of 316,140 shares — an estimated $6.04M sold.

Loomis, Sayles & Company first reported a position in LBRT in Q2 2024 and held it in 2 quarters. The position peaked at $6.87M in Q2 2024. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

  • Loomis, Sayles & Company reported no remaining Liberty Energy position as of Q4 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 316,140 Liberty Energy shares in Q4 2024, an estimated $6.04M.
  • Loomis, Sayles & Company first reported a position in Liberty Energy in Q2 2024 and held it in 2 quarters.
  • Loomis, Sayles & Company's Liberty Energy position peaked at $6.87M in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on Loomis, Sayles & Company's 13F filing for Q4 2024, filed 12 Feb 2025.