Loomis, Sayles & Company
XLV icon

Loomis, Sayles & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Loomis, Sayles & Company’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-566,200
Closed -$34.4M – 760
2014
Q2 		$34.4M Buy
+566,200
New +$33.3M 0.1% 197

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Loomis, Sayles & Company's XLV Position: Q3 2019 in Review

Loomis, Sayles & Company sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2019, closing a stake of 15 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in XLV in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 841 funds tracked by Wall St. Rank hold XLV as of Q3 2019.

  • Loomis, Sayles & Company reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 15 State Street Health Care Select Sector SPDR ETF shares in Q3 2019, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and held it in 2 quarters.
  • Loomis, Sayles & Company's State Street Health Care Select Sector SPDR ETF position peaked at $6K in Q3 2017.
  • 841 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2019.

Based on Loomis, Sayles & Company's 13F filing for Q3 2019, filed 13 Nov 2019.