Loomis, Sayles & Company’s SoFi Technologies SOFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,170	Closed	-$12K	–	933
2023 Q4	$12K	Buy	1,170 +24	+2%	+$191	﹤0.01%	752
2023 Q3	$9K	Buy	1,146 +599	+110%	+$5.27K	﹤0.01%	818
2023 Q2	$5K	Sell	547 -1,084	-66%	-$7.07K	﹤0.01%	864
2023 Q1	$10K	Buy	1,631 +1,098	+206%	+$6.66K	﹤0.01%	856
2022 Q4	$2K	Buy	+533	New	+$2.64K	﹤0.01%	825

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Loomis, Sayles & Company's SOFI Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 1,170 shares — an estimated $12K sold.

Loomis, Sayles & Company first reported a position in SOFI in Q4 2022 and held it in 5 quarters. The position peaked at $12K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Loomis, Sayles & Company reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Loomis, Sayles & Company sold 1,170 SoFi Technologies shares in Q1 2024, an estimated $12K.
Loomis, Sayles & Company first reported a position in SoFi Technologies in Q4 2022 and held it in 5 quarters.
Loomis, Sayles & Company's SoFi Technologies position peaked at $12K in Q4 2023.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.