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Weiss Asset Management’s Loar Holdings LOAR Stock Holding History

Weiss Asset Management’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
2025
Q1 		– Sell
-4,991
Closed -$369K – 715
2024
Q4 		$369K Buy
+4,991
New +$409K 0.01% 499
2024
Q3 		– Sell
-20,000
Closed -$1.07M – 682
2024
Q2 		$1.07M Buy
+20,000
New +$1.08M 0.04% 171

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Weiss Asset Management's LOAR Position: Q1 2025 in Review

Weiss Asset Management sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 4,991 shares — an estimated $369K sold.

Weiss Asset Management first reported a position in LOAR in Q2 2024 and held it in 2 quarters. The position peaked at $1.07M in Q2 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Weiss Asset Management reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 4,991 Loar Holdings shares in Q1 2025, an estimated $369K.
  • Weiss Asset Management first reported a position in Loar Holdings in Q2 2024 and held it in 2 quarters.
  • Weiss Asset Management's Loar Holdings position peaked at $1.07M in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.