Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 628
- Total Value
- 2779144001
- Accession Number
- 0000932974-25-000004
- Form Type
- 13F-HR
- CIK
- 0000932974
- Manager Name
- Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Data Enrichment
94% identified589 identified39 unidentified
Holdings
628 positions
Manager:
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Page 11 of 28
233051507
Shares:
5105(+0.0%)
Value:
$368.1M(-4.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.4K | All Managers (Combined) | $466.2K | |||
Oracle Corp(ORCLcusip68389X105) | 3.5K | All Managers (Combined) | $465.0K | ||
3.4K | All Managers (Combined) | $461.4K | |||
2.1K | QoQ +4.23% (+85) | All Managers (Combined) | $461.1K | ||
5.7K | QoQ -8.81% (-550)YoY +2.04% (-114) | All Managers (Combined) | $458.1K | ||
1.2K | All Managers (Combined) | $457.3K | |||
8.1K | All Managers (Combined) | $448.5K | |||
Autodesk, Inc.(ADSKcusip052769106) | 1.7K | QoQ 0.00% (-0) | All Managers (Combined) | $439.5K | |
312 | All Managers (Combined) | $434.5K | |||
2.7K | QoQ 0.00% (-0)YoY -3.57% (-100) | All Managers (Combined) | $424.1K | ||
14.5K | All Managers (Combined) | $419.9K | |||
3.1K | QoQ -1.98% (-63)YoY -7.67% (-258) | All Managers (Combined) | $414.1K | ||
302 | QoQ +1.34% (+4) | All Managers (Combined) | $408.3K | ||
2.1K | All Managers (Combined) | $380.8K | |||
1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $370.9K | ||
Phillips 66(PSXcusip718546104) | 3.6K | All Managers (Combined) | $368.7K | ||
(cusip233051507)✕ | 5.1K | All Managers (Combined) | $368.1K | ||
3.7K | All Managers (Combined) | $359.7K | |||
2.7K | All Managers (Combined) | $349.4K | |||
694 | QoQ 0.00% (+0) | All Managers (Combined) | $341.7K |