Loomis, Sayles & Company
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Loomis, Sayles & Company’s Vertex VERX Stock Holding History

Loomis, Sayles & Company’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$42.2M Sell
2025
Q1 		$52.2M Sell
2024
Q4 		$81.2M Sell
2024
Q3 		$60.3M Sell
2024
Q2 		$57.7M Buy
2024
Q1 		$48.6M Buy
2023
Q4 		$37.3M Buy