Loomis Grw Y M utual fund shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Loomis Grw Y M utual fund
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Quarterly reported holdings in Loomis Grw Y M utual fund by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 9.3k | 28.54 |
| 2024-06-30 | $254k | 9.3k | 27.19 |
| 2024-03-31 | $244k | 9.3k | 26.11 |
| 2023-09-30 | $202k | 9.3k | 21.61 |
| 2023-06-30 | $210k | 9.3k | 22.44 |
| 2022-12-31 | $197k | 12k | 16.28 |
| 2022-09-30 | $216k | 12k | 17.85 |
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