Loomis, Sayles & Company
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Loomis, Sayles & Company’s Unity U Stock Holding History

Loomis, Sayles & Company’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-160
Closed -$7K – 957
2023
Q4 		$7K Sell
160
-57
-26% -$1.76K ﹤0.01% 853
2023
Q3 		$7K Buy
217
+106
+95% +$4.08K ﹤0.01% 873
2023
Q2 		$5K Buy
+111
New +$3.55K ﹤0.01% 867
2022
Q1 		– Sell
-10,291
Closed -$1.47M – 1052
2021
Q4 		$1.47M Sell
10,291
-6,245
-38% -$954K ﹤0.01% 491
2021
Q3 		$2.09M Buy
16,536
+4,240
+34% +$502K ﹤0.01% 446
2021
Q2 		$1.35M Buy
+12,296
New +$1.21M ﹤0.01% 491

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Loomis, Sayles & Company sold out of Unity (U) in Q1 2024, closing a stake of 160 shares — an estimated $7K sold.

Loomis, Sayles & Company first reported a position in U in Q2 2021 and held it in 6 quarters. The position peaked at $2.09M in Q3 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 160 Unity shares in Q1 2024, an estimated $7K.
  • Loomis, Sayles & Company first reported a position in Unity in Q2 2021 and held it in 6 quarters.
  • Loomis, Sayles & Company's Unity position peaked at $2.09M in Q3 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

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