Loomis, Sayles & Company
SRI icon

Loomis, Sayles & Company’s Stoneridge SRI Stock Holding History

Loomis, Sayles & Company’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,433,744
Closed -$29.2M – 893
2021
Q3 		$29.2M Sell
1,433,744
-247,272
-15% -$6.12M 0.04% 255
2021
Q2 		$49.6M Buy
1,681,016
+121,260
+8% +$3.84M 0.06% 152
2021
Q1 		$49.6M Buy
1,559,756
+490,424
+46% +$15.5M 0.06% 143
2020
Q4 		$32.3M Buy
1,069,332
+191,780
+22% +$4.97M 0.04% 193
2020
Q3 		$16.1M Buy
877,552
+16,713
+2% +$341K 0.02% 257
2020
Q2 		$17.8M Buy
860,839
+74,886
+10% +$1.4M 0.03% 236
2020
Q1 		$13.2M Sell
785,953
-172,660
-18% -$4.28M 0.03% 245
2019
Q4 		$28.1M Sell
958,613
-3,082
-0.3% -$94.9K 0.05% 158
2019
Q3 		$29.8M Buy
961,695
+109,038
+13% +$3.42M 0.06% 147
2019
Q2 		$26.9M Buy
852,657
+320,520
+60% +$9.48M 0.05% 163
2019
Q1 		$15.4M Buy
532,137
+49,233
+10% +$1.35M 0.03% 254
2018
Q4 		$11.9M Buy
+482,904
New +$12.3M 0.03% 279

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