UBS Group’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

UBS Group’s Portfolio LSGR Stock Details LSGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-50	Closed	-$1.4K	–	9735
2023 Q4	$1.4K	Buy	+50	New	+$1.3K	﹤0.01%	8314

Other funds holding LSGR

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

NIM

Natixis Investment Managers Boston, Massachusetts $76.9M AUM

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

UBS Group's LSGR Position: Q1 2024 in Review

UBS Group sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q1 2024, closing a stake of 50 shares — an estimated $1.4K sold.

UBS Group first reported a position in LSGR in Q4 2023 and held it in 1 quarter. The position peaked at $1.4K in Q4 2023. 3 funds tracked by Wall St. Rank hold LSGR as of Q1 2024.

UBS Group reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q1 2024 after selling out during the quarter.
UBS Group sold 50 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2024, an estimated $1.4K.
UBS Group first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2023 and held it in 1 quarter.
UBS Group's Natixis Loomis Sayles Focused Growth ETF position peaked at $1.4K in Q4 2023.
3 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.