Loomis, Sayles & Company
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Loomis, Sayles & Company’s Willis Towers Watson WTW Stock Holding History

Loomis, Sayles & Company’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-117
Closed -$28K – 988
2023
Q4 		$28K Sell
117
-17
-13% -$3.93K ﹤0.01% 663
2023
Q3 		$28K Buy
+134
New +$28.6K ﹤0.01% 669
2023
Q1 		– Sell
-13
Closed -$3K – 1037
2022
Q4 		$3K Buy
13
+5
+63% +$1.14K ﹤0.01% 813
2022
Q3 		$2K Hold
8
– – ﹤0.01% 859
2022
Q2 		$2K Buy
+8
New +$1.72K ﹤0.01% 902
2020
Q3 		– Sell
-70
Closed -$14K – 736
2020
Q2 		$14K Sell
70
-3
-4% -$574 ﹤0.01% 624
2020
Q1 		$12K Sell
73
-275
-79% -$54.1K ﹤0.01% 669
2019
Q4 		$70K Buy
348
+33
+10% +$6.32K ﹤0.01% 658
2019
Q3 		$61K Buy
+315
New +$61.5K ﹤0.01% 653

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First Eagle Investment Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return