Loomis Sayles Growth-YLSGRX
13F holders, Q1 2024 (March 31)3holders
$26.01avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($244K), Tucker Asset Management LLC ($3K) and Coston, McIsaac & Partners ($2K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $95K |
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 9,344 | $244K |
| Tucker Asset Management LLC | 0.00% | New | 104 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 113 | $2K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.