Loomis, Sayles & Company
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Loomis, Sayles & Company’s Williams-Sonoma WSM Stock Holding History

Loomis, Sayles & Company’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-176
Closed -$18K – 984
2023
Q4 		$18K Sell
176
-200
-53% -$17.3K ﹤0.01% 698
2023
Q3 		$29K Buy
376
+212
+129% +$14.6K ﹤0.01% 665
2023
Q2 		$10K Sell
164
-458
-74% -$27.3K ﹤0.01% 723
2023
Q1 		$38K Buy
+622
New +$38.8K ﹤0.01% 661
2022
Q4 		– Sell
-54
Closed -$3K – 996
2022
Q3 		$3K Buy
54
+18
+50% +$1.28K ﹤0.01% 746
2022
Q2 		$2K Sell
36
-3,520
-99% -$228K ﹤0.01% 899
2022
Q1 		$258K Buy
3,556
+36
+1% +$2.73K ﹤0.01% 528
2021
Q4 		$298K Buy
3,520
+3,396
+2,739% +$316K ﹤0.01% 541
2021
Q3 		$11K Buy
+124
New +$10.5K ﹤0.01% 795
2021
Q2 		– Sell
-210
Closed -$19K – 925
2021
Q1 		$19K Buy
+210
New +$14.2K ﹤0.01% 671
2019
Q2 		– Sell
-202
Closed -$6K – 750
2019
Q1 		$6K Sell
202
-2,556
-93% -$70.5K ﹤0.01% 744
2018
Q4 		$70K Sell
2,758
-1,764
-39% -$50.4K ﹤0.01% 610
2018
Q3 		$149K Sell
4,522
-3,082
-41% -$97.7K ﹤0.01% 606
2018
Q2 		$233K Buy
+7,604
New +$204K ﹤0.01% 603

Other funds holding WSM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return