Loomis, Sayles & Company
SVV icon

Loomis, Sayles & Company’s Savers SVV Stock Holding History

Loomis, Sayles & Company’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-695,890
Closed -$13M – 1040
2023
Q3 		$13M Buy
695,890
+105,231
+18% +$2.43M 0.02% 299
2023
Q2 		$14M Buy
+590,659
New +$13.8M 0.02% 294

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company's SVV Position: Q4 2023 in Review

Loomis, Sayles & Company sold out of Savers (SVV) in Q4 2023, closing a stake of 695,890 shares — an estimated $13M sold.

Loomis, Sayles & Company first reported a position in SVV in Q2 2023 and held it in 2 quarters. The position peaked at $14M in Q2 2023. 86 funds tracked by Wall St. Rank hold SVV as of Q4 2023.

  • Loomis, Sayles & Company reported no remaining Savers position as of Q4 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 695,890 Savers shares in Q4 2023, an estimated $13M.
  • Loomis, Sayles & Company first reported a position in Savers in Q2 2023 and held it in 2 quarters.
  • Loomis, Sayles & Company's Savers position peaked at $14M in Q2 2023.
  • 86 funds tracked by Wall St. Rank held Savers as of Q4 2023.

Based on Loomis, Sayles & Company's 13F filing for Q4 2023, filed 13 Feb 2024.