Loomis Sayles Growth-YLSGRX
13F holders, Q2 2024 (June 30)3holders
0new positions
0sold out
$27.18avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($254K), Coston, McIsaac & Partners ($3K) and Tucker Asset Management LLC ($3K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 9,344 | $254K |
| Coston, McIsaac & Partners | 0.00% | No change | 113 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 104 | $3K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.