US5434871365 - Loomis Sayles Investment Grade Bond Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	12 total, 12 long only, 0 short only, 0 long/short - change of −7,69% MRQ
Genomsnittlig portföljallokering	2.0774 % - change of −4,60% MRQ

Institutionella aktier (lång)	12 627 356 (ex 13D/G) - change of −3,25MM shares −20,46% MRQ
Institutionellt värde (lång)	$ 123 490 USD ($1000)

Institutionellt ägande och aktieägare

Loomis Sayles Investment Grade Bond Fund (US:US5434871365) har 12 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 12,627,356 aktier. Största aktieägare inkluderar SWERX - Schwab Target 2040 Fund, SWDRX - Schwab Target 2030 Fund, SWIRX - Schwab Target 2035 Fund, SWMRX - Schwab Target 2045 Fund, SWNRX - Schwab Target 2050 Fund, SWHRX - Schwab Target 2025 Fund, SWORX - Schwab Target 2055 Fund, SWCRX - Schwab Target 2020 Fund, SWPRX - Schwab Target 2060 Fund, and SWGRX - Schwab Target 2015 Fund .

Loomis Sayles Investment Grade Bond Fund (US5434871365) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US5434871365 / Loomis Sayles Investment Grade Bond Fund Institutional Ownership

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13F- och NPORT-arkiveringar

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-24	NP	SWHRX - Schwab Target 2025 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	694 103	−21,70	6 788	−21,38
2025-06-24	NP	SWGRX - Schwab Target 2015 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	61 430	−12,82	601	−12,54
2025-06-24	NP	SWQRX - Schwab Target 2065 Fund	34 798	37,75	340	38,21
2025-06-24	NP	SWNRX - Schwab Target 2050 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	763 274	−5,41	7 465	−5,03
2025-06-24	NP	SWMRX - Schwab Target 2045 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 021 664	1,19	9 992	1,61
2025-06-24	NP	SWCRX - Schwab Target 2020 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	410 735	−33,34	4 017	−33,08
2025-06-24	NP	SWORX - Schwab Target 2055 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	454 839	1,19	4 448	1,62
2025-06-24	NP	SWDRX - Schwab Target 2030 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 727 918	−34,55	26 679	−34,28
2025-06-24	NP	SWPRX - Schwab Target 2060 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	135 164	−7,59	1 322	−7,23
2025-06-24	NP	SWBRX - Schwab Target 2010 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	27 919	−17,35	273	−17,02
2025-06-24	NP	SWIRX - Schwab Target 2035 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 061 861	−27,51	20 165	−27,21
2025-06-24	NP	SWERX - Schwab Target 2040 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4 233 651	−12,12	41 405	−11,76