Massachusetts Financial Services
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Massachusetts Financial Services’s Loar Holdings LOAR Stock Holding History

Massachusetts Financial Services’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,831
Closed -$2.18M – 902
2024
Q2 		$2.18M Buy
+40,831
New +$2.21M ﹤0.01% 738

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services's LOAR Position: Q3 2024 in Review

Massachusetts Financial Services sold out of Loar Holdings (LOAR) in Q3 2024, closing a stake of 40,831 shares — an estimated $2.18M sold.

Massachusetts Financial Services first reported a position in LOAR in Q2 2024 and held it in 1 quarter. The position peaked at $2.18M in Q2 2024. 138 funds tracked by Wall St. Rank hold LOAR as of Q3 2024.

  • Massachusetts Financial Services reported no remaining Loar Holdings position as of Q3 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 40,831 Loar Holdings shares in Q3 2024, an estimated $2.18M.
  • Massachusetts Financial Services first reported a position in Loar Holdings in Q2 2024 and held it in 1 quarter.
  • Massachusetts Financial Services's Loar Holdings position peaked at $2.18M in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2024.

Based on Massachusetts Financial Services's 13F filing for Q3 2024, filed 12 Nov 2024.