Loomis, Sayles & Company’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2M | Sell |
1,195,140
-295,020
| -20% | -$10.4M | 0.05% | 127 |
|
|
2025
Q1 | $52.2M | Sell |
1,490,160
-31,377
| -2% | -$1.1M | 0.08% | 96 |
|
|
2024
Q4 | $81.2M | Sell |
1,521,537
-44,457
| -3% | -$2.37M | 0.1% | 79 |
|
|
2024
Q3 | $60.3M | Sell |
1,565,994
-35,921
| -2% | -$1.38M | 0.08% | 100 |
|
|
2024
Q2 | $57.7M | Buy |
1,601,915
+72,961
| +5% | +$2.63M | 0.08% | 96 |
|
|
2024
Q1 | $48.6M | Buy |
1,528,954
+145,199
| +10% | +$4.61M | 0.07% | 126 |
|
|
2023
Q4 | $37.3M | Buy |
+1,383,755
| New | +$37.3M | 0.06% | 161 |
|