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

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
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
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