Loomis, Sayles & Company
WSFS icon

Loomis, Sayles & Company’s WSFS Financial WSFS Stock Holding History

Loomis, Sayles & Company’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150,091
Closed -$7.65M – 788
2024
Q3 		$7.65M Sell
150,091
-90,139
-38% -$4.67M 0.01% 385
2024
Q2 		$11.3M Sell
240,230
-5,419
-2% -$240K 0.02% 343
2024
Q1 		$11.1M Sell
245,649
-109
-0% -$4.74K 0.02% 340
2023
Q4 		$11.3M Sell
245,758
-27,493
-10% -$1.08M 0.02% 317
2023
Q3 		$9.97M Sell
273,251
-5,382
-2% -$215K 0.02% 335
2023
Q2 		$10.5M Buy
278,633
+28,885
+12% +$1.03M 0.02% 345
2023
Q1 		$9.39M Sell
249,748
-6,348
-2% -$291K 0.02% 339
2022
Q4 		$11.6M Sell
256,096
-10,388
-4% -$488K 0.02% 295
2022
Q3 		$12.4M Sell
266,484
-1,108
-0.4% -$51.8K 0.03% 282
2022
Q2 		$10.7M Sell
267,592
-11,016
-4% -$453K 0.02% 342
2022
Q1 		$13M Buy
+278,608
New +$14.4M 0.02% 342

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Loomis, Sayles & Company's WSFS Position: Q4 2024 in Review

Loomis, Sayles & Company sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 150,091 shares — an estimated $7.65M sold.

Loomis, Sayles & Company first reported a position in WSFS in Q1 2022 and held it in 11 quarters. The position peaked at $13M in Q1 2022. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Loomis, Sayles & Company reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 150,091 WSFS Financial shares in Q4 2024, an estimated $7.65M.
  • Loomis, Sayles & Company first reported a position in WSFS Financial in Q1 2022 and held it in 11 quarters.
  • Loomis, Sayles & Company's WSFS Financial position peaked at $13M in Q1 2022.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Loomis, Sayles & Company's 13F filing for Q4 2024, filed 12 Feb 2025.