Y-Intercept (HK)’s Loar Holdings LOAR Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-4,454	Closed	-$332K	–	1747
2024 Q3	$332K	Buy	+4,454	New	+$296K	0.02%	968

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Y-Intercept (HK)'s LOAR Position: Q4 2024 in Review

Y-Intercept (HK) sold out of Loar Holdings (LOAR) in Q4 2024, closing a stake of 4,454 shares — an estimated $332K sold.

Y-Intercept (HK) first reported a position in LOAR in Q3 2024 and held it in 1 quarter. The position peaked at $332K in Q3 2024. 182 funds tracked by Wall St. Rank hold LOAR as of Q4 2024.

Y-Intercept (HK) reported no remaining Loar Holdings position as of Q4 2024 after selling out during the quarter.
Y-Intercept (HK) sold 4,454 Loar Holdings shares in Q4 2024, an estimated $332K.
Y-Intercept (HK) first reported a position in Loar Holdings in Q3 2024 and held it in 1 quarter.
Y-Intercept (HK)'s Loar Holdings position peaked at $332K in Q3 2024.
182 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.