Loomis, Sayles & Company
LION

Loomis, Sayles & Company’s Fidelity Southern Corporation LION Stock Holding History

Loomis, Sayles & Company’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-548
Closed -$14K – 913
2018
Q4 		$14K Hold
548
– – ﹤0.01% 762
2018
Q3 		$14K Buy
548
+55
+11% +$1.36K ﹤0.01% 776
2018
Q2 		$13K Buy
493
+130
+36% +$3.13K ﹤0.01% 786
2018
Q1 		$8K Buy
+363
New +$8.52K ﹤0.01% 835
2016
Q4 		– Sell
-336
Closed -$6K – 1140
2016
Q3 		$6K Hold
336
– – ﹤0.01% 863
2016
Q2 		$5K Sell
336
-191
-36% -$3.07K ﹤0.01% 864
2016
Q1 		$8K Buy
+527
New +$8.62K ﹤0.01% 879

Other funds holding LION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Loomis, Sayles & Company's LION Position: Q1 2019 in Review

Loomis, Sayles & Company sold out of Fidelity Southern Corporation (LION) in Q1 2019, closing a stake of 548 shares — an estimated $14K sold.

Loomis, Sayles & Company first reported a position in LION in Q1 2016 and held it in 7 quarters. The position peaked at $14K in Q4 2018. 129 funds tracked by Wall St. Rank hold LION as of Q1 2019.

  • Loomis, Sayles & Company reported no remaining Fidelity Southern Corporation position as of Q1 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 548 Fidelity Southern Corporation shares in Q1 2019, an estimated $14K.
  • Loomis, Sayles & Company first reported a position in Fidelity Southern Corporation in Q1 2016 and held it in 7 quarters.
  • Loomis, Sayles & Company's Fidelity Southern Corporation position peaked at $14K in Q4 2018.
  • 129 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q1 2019.

Based on Loomis, Sayles & Company's 13F filing for Q1 2019, filed 15 May 2019.