Loomis, Sayles & Company
TFSL icon

Loomis, Sayles & Company’s TFS Financial TFSL Stock Holding History

Loomis, Sayles & Company’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-229
Closed -$3K – 945
2023
Q4 		$3K Buy
+229
New +$2.96K ﹤0.01% 942
2023
Q2 		– Sell
-1,018
Closed -$13K – 1068
2023
Q1 		$13K Sell
1,018
-3,681
-78% -$51.4K ﹤0.01% 783
2022
Q4 		$68K Buy
4,699
+4,396
+1,451% +$60.1K ﹤0.01% 578
2022
Q3 		$4K Buy
303
+124
+69% +$1.76K ﹤0.01% 703
2022
Q2 		$2K Sell
179
-61
-25% -$898 ﹤0.01% 887
2022
Q1 		$4K Buy
+240
New +$4.13K ﹤0.01% 826
2021
Q4 		– Sell
-903
Closed -$17K – 898
2021
Q3 		$17K Hold
903
– – ﹤0.01% 742
2021
Q2 		$18K Hold
903
– – ﹤0.01% 699
2021
Q1 		$18K Buy
903
+247
+38% +$4.81K ﹤0.01% 679
2020
Q4 		$12K Buy
+656
New +$10.9K ﹤0.01% 700

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Loomis, Sayles & Company sold out of TFS Financial (TFSL) in Q1 2024, closing a stake of 229 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in TFSL in Q4 2020 and held it in 10 quarters. The position peaked at $68K in Q4 2022. 151 funds tracked by Wall St. Rank hold TFSL as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining TFS Financial position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 229 TFS Financial shares in Q1 2024, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in TFS Financial in Q4 2020 and held it in 10 quarters.
  • Loomis, Sayles & Company's TFS Financial position peaked at $68K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held TFS Financial as of Q1 2024.

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