Loomis Sayles & Co L P Buys Salesforce.com Inc, Boeing Co, Workday Inc, Sells Coca-Cola Co, Procter & Gamble Co, Qualcomm Inc

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May 15, 2020
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Boston, MA, based Investment company Loomis Sayles & Co L P (Current Portfolio) buys Salesforce.com Inc, Boeing Co, Workday Inc, Illumina Inc, Intuitive Surgical Inc, sells Coca-Cola Co, Procter & Gamble Co, Qualcomm Inc, Novo Nordisk A/S, Marriott International Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Loomis Sayles & Co L P. As of 2020Q1, Loomis Sayles & Co L P owns 690 stocks with a total value of $47.8 billion. These are the details of the buys and sells.

For the details of LOOMIS SAYLES & CO L P's stock buys and sells, go to https://www.gurufocus.com/guru/loomis+sayles+%26+co+l+p/current-portfolio/portfolio

These are the top 5 holdings of LOOMIS SAYLES & CO L P
  1. Amazon.com Inc (AMZN) - 1,567,241 shares, 6.39% of the total portfolio. Shares reduced by 5.68%
  2. Alibaba Group Holding Ltd (BABA) - 13,197,571 shares, 5.36% of the total portfolio. Shares reduced by 5.38%
  3. Visa Inc (V) - 15,766,944 shares, 5.31% of the total portfolio. Shares reduced by 5.24%
  4. Facebook Inc (FB) - 13,599,282 shares, 4.74% of the total portfolio. Shares reduced by 3.29%
  5. Oracle Corp (ORCL) - 36,988,858 shares, 3.74% of the total portfolio. Shares reduced by 5.27%
New Purchase: Salesforce.com Inc (CRM)

Loomis Sayles & Co L P initiated holding in Salesforce.com Inc. The purchase prices were between $124.3 and $193.36, with an estimated average price of $171.77. The stock is now traded at around $166.70. The impact to a portfolio due to this purchase was 2.06%. The holding were 6,849,609 shares as of .

New Purchase: Workday Inc (WDAY)

Loomis Sayles & Co L P initiated holding in Workday Inc. The purchase prices were between $113.87 and $199.38, with an estimated average price of $169.05. The stock is now traded at around $153.86. The impact to a portfolio due to this purchase was 0.79%. The holding were 2,903,475 shares as of .

New Purchase: Illumina Inc (ILMN)

Loomis Sayles & Co L P initiated holding in Illumina Inc. The purchase prices were between $209.2 and $335.53, with an estimated average price of $288.89. The stock is now traded at around $328.75. The impact to a portfolio due to this purchase was 0.67%. The holding were 1,172,154 shares as of .

New Purchase: Intuitive Surgical Inc (ISRG)

Loomis Sayles & Co L P initiated holding in Intuitive Surgical Inc. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $512.64. The impact to a portfolio due to this purchase was 0.23%. The holding were 222,863 shares as of .

New Purchase: VeriSign Inc (VRSN)

Loomis Sayles & Co L P initiated holding in VeriSign Inc. The purchase prices were between $151.17 and $216.94, with an estimated average price of $197.03. The stock is now traded at around $214.20. The impact to a portfolio due to this purchase was 0.1%. The holding were 266,436 shares as of .

New Purchase: Peloton Interactive Inc (PTON)

Loomis Sayles & Co L P initiated holding in Peloton Interactive Inc. The purchase prices were between $19.51 and $33.47, with an estimated average price of $27.88. The stock is now traded at around $47.14. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,535,637 shares as of .

Added: Boeing Co (BA)

Loomis Sayles & Co L P added to a holding in Boeing Co by 372990.18%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $119.12. The impact to a portfolio due to this purchase was 0.98%. The holding were 3,152,612 shares as of .

Added: Mastercard Inc (MA)

Loomis Sayles & Co L P added to a holding in Mastercard Inc by 4274.22%. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $275.26. The impact to a portfolio due to this purchase was 0.19%. The holding were 377,976 shares as of .

Added: Becton, Dickinson and Co (BDX)

Loomis Sayles & Co L P added to a holding in Becton, Dickinson and Co by 39.99%. The purchase prices were between $200.58 and $285.99, with an estimated average price of $253.86. The stock is now traded at around $256.88. The impact to a portfolio due to this purchase was 0.1%. The holding were 706,781 shares as of .

Added: S&P Global Inc (SPGI)

Loomis Sayles & Co L P added to a holding in S&P Global Inc by 27.84%. The purchase prices were between $192.05 and $311.16, with an estimated average price of $275.14. The stock is now traded at around $299.61. The impact to a portfolio due to this purchase was 0.09%. The holding were 772,146 shares as of .

Added: The Estee Lauder Companies Inc (EL)

Loomis Sayles & Co L P added to a holding in The Estee Lauder Companies Inc by 36.01%. The purchase prices were between $144.38 and $219.88, with an estimated average price of $193.92. The stock is now traded at around $166.10. The impact to a portfolio due to this purchase was 0.08%. The holding were 881,937 shares as of .

Added: The Home Depot Inc (HD)

Loomis Sayles & Co L P added to a holding in The Home Depot Inc by 1810.58%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $234.51. The impact to a portfolio due to this purchase was 0.08%. The holding were 210,833 shares as of .

Sold Out: Planet Fitness Inc (PLNT)

Loomis Sayles & Co L P sold out a holding in Planet Fitness Inc. The sale prices were between $27.54 and $88.04, with an estimated average price of $70.22.

Sold Out: Invesco Senior Loan (BKLN)

Loomis Sayles & Co L P sold out a holding in Invesco Senior Loan. The sale prices were between $17.11 and $22.56, with an estimated average price of $21.55.

Sold Out: InterXion Holding NV (INXN)

Loomis Sayles & Co L P sold out a holding in InterXion Holding NV. The sale prices were between $76 and $96.63, with an estimated average price of $88.47.

Sold Out: Cactus Inc (WHD)

Loomis Sayles & Co L P sold out a holding in Cactus Inc. The sale prices were between $8.41 and $35.14, with an estimated average price of $25.45.

Sold Out: Essent Group Ltd (ESNT)

Loomis Sayles & Co L P sold out a holding in Essent Group Ltd. The sale prices were between $19.54 and $52.62, with an estimated average price of $44.66.

Sold Out: Aimmune Therapeutics Inc (AIMT)

Loomis Sayles & Co L P sold out a holding in Aimmune Therapeutics Inc. The sale prices were between $11.48 and $36.56, with an estimated average price of $25.86.



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