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Loomis Grw Y M utual fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Loomis Grw Y M utual fund

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All positions including Loomis Grw Y M utual fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loomis Grw Y M utual fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0k 113 26.55
2024-06-30 $3.0k 113 26.55
2024-03-31 $2.0k 113 17.70
2023-12-31 $2.0k 113 17.70
2023-09-30 $2.0k 107 18.69
2023-06-30 $2.0k 107 18.69
2023-03-31 $2.0k 107 18.69
2022-12-31 $1.0k 107 9.35
2022-09-30 $999 91 10.99

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Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Loomis Grw Y M utual fund

Maripau Wealth Management
Williams Jones Wealth Management
PSI Advisors
Eagle Bay Advisors
Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Loomis Grw Y M utual fund