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
2021
Q4 		– Sell
-6,200
Closed -$783K – 904
2021
Q3 		$783K Hold
6,200
– – ﹤0.01% 503
2021
Q2 		$681K Buy
+6,200
New +$609K ﹤0.01% 505

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SUT
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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 $175B AUM 40.63% 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. 473 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.
  • 473 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.