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Loar Holdings shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Loar Holdings

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All positions including Loar Holdings held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loar Holdings by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $815k 15k 53.41

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

Top funds holding Loar Holdings

Abrams Capital Management
Blackstone Group
Vanguard Group
T. Rowe Price Associates
Federated Investors
Alliancebernstein
T. Rowe Price Investment Management
Lord, Abbett & Co
BlackRock
Henderson Group
Jpmorgan Chase & Co
Artisan Partners Limited Partnership
Citadel Advisors
Invesco
Bamco

View all funds holding Loar Holdings