Loomis Sayles Growth-YLSGRX
13F holders, Q4 2024 (December 31)3holders −3
0new positions
3sold out
$29.49avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, down 3 from Q3 2024. 0 opened new positions and 3 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($211K), Tucker Asset Management LLC ($15K) and Coston, McIsaac & Partners ($3K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $514K |
All 13F filers, Q3 2024 → Q4 2024: 408 shares bought and 20,248 shares sold, net −19,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -23.8% | 7,124 | $211K |
| Tucker Asset Management LLC | 0.00% | Add +386.5% | 506 | $15K |
| Coston, McIsaac & Partners | 0.00% | Add +5.3% | 119 | $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.