Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

589 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

628 positions • $2,779,144.001K total value

628 positions

Manager:

SEC FilingSEC DataHachi Filing

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VERIZON COMMUNICATIONS INC

VZ|92343V104

7883(+3.9%)

Value:

$336.6M(+9.2%)

BP PLC

BP|055622104

11520(+13.7%)

Value:

$329.5M(+3.4%)

WASTE MANAGEMENT INC

WM|94106L109

1428(+0.0%)

Value:

$326.5M(+7.0%)

General Motors Co

GM|37045V100

7050(-4.6%)

Value:

$323.2M(-9.2%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

1697(-32.6%)

Value:

$317.8M(-32.8%)

Ulta Beauty, Inc.

ULTA|90384S303

835(-3.2%)

Value:

$315.4M(-11.9%)

YUM BRANDS INC

YUM|988498101

2119(+0.0%)

Value:

$309.7M(+11.7%)

ANALOG DEVICES INC

ADI|032654105

1665(+0.0%)

Value:

$304.9M(-15.0%)

Parker-Hannifin Corp

PH|701094104

521(+0.0%)

Value:

$302.6M(-12.4%)

WELLS FARGO & COMPANY/MN

WFC|949746101

4384(-0.9%)

Value:

$297.9M(-13.7%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

1072(+3.9%)

Value:

$284.5M(-4.9%)

Paycom Software, Inc.

PAYC|70432V102

1271(+0.0%)

Value:

$278.6M(+3.0%)

464287473

IWS|464287473

2259(+0.0%)

Value:

$271.1M(-10.6%)

Kinsale Capital Group, Inc.

KNSL|49714P108

550(+0.0%)

Value:

$270.4M(+10.7%)

Tradeweb Markets Inc.

TW|892672106

2010(-4.7%)

Value:

$268.7M(-0.6%)

CONSOLIDATED EDISON INC

ED|209115104

2350(+0.0%)

Value:

$264.4M(+18.6%)

TE Connectivity plc

TEL|G87052109

1686(-1.2%)

Value:

$254.6M(-1.2%)

INSULET CORP

PODD|45784P101

1030(+0.0%)

Value:

$253.9M(-10.7%)

922908751

VB|922908751

1205(+0.0%)

Value:

$253.6M(-15.6%)

VISA INC.

V|92826C839

744(+362.1%)

Value:

$248.8M(+361.9%)

Instrument	Shares		Other Manager	Value
Verizon Communications Inc(VZcusip92343V104)	7.9K	QoQ +3.94% (+299) YoY -19.26% (-1.9K)	All Managers (Combined)	$336.6K	QoQ +9.21% (+$28.4K) YoY -10.68% (-$40.3K)
Bp Plc(BPcusip055622104)	11.5K	QoQ +13.69% (+1.4K) YoY +8.82% (-934)	All Managers (Combined)	$329.5K	QoQ +3.39% (+$10.8K) YoY -20.01% (-$82.4K)
Waste Management Inc(WMcusip94106L109)	1.4K	QoQ 0.00% (+0) YoY +12.17% (+155)	All Managers (Combined)	$326.5K	QoQ +7.02% (+$21.4K) YoY +23.58% (+$62.3K)
General Motors Co(GMcusip37045V100)	7.0K	QoQ -4.58% (-339) YoY NEW(+7.0K)	All Managers (Combined)	$323.2K	QoQ -9.16% (-$32.6K) YoY NEW(+$323.2K)
Constellation Brands, Inc.(STZcusip21036P108)	1.7K	QoQ -32.57% (-820) YoY -40.70% (-1.2K)	All Managers (Combined)	$317.8K	QoQ -32.81% (-$155.2K) YoY -57.24% (-$425.6K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	835	QoQ -3.24% (-28) YoY -23.67% (-259)	All Managers (Combined)	$315.4K	QoQ -11.93% (-$42.7K) YoY -31.02% (-$141.9K)
Yum Brands Inc(YUMcusip988498101)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$309.7K	QoQ +11.66% (+$32.4K) YoY +5.10% (+$15.0K)
Analog Devices Inc(ADIcusip032654105)	1.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$304.9K	QoQ -14.99% (-$53.8K) YoY -1.71% (-$5.3K)
Parker-Hannifin Corp(PHcusip701094104)	521	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$302.6K	QoQ -12.36% (-$42.7K) YoY +7.61% (+$21.4K)
Wells Fargo & Company/Mn(WFCcusip949746101)	4.4K	QoQ -0.94% (-42) YoY -11.00% (-542)	All Managers (Combined)	$297.9K	QoQ -13.65% (-$47.1K) YoY -1.03% (-$3.1K)
Cadence Design Systems Inc(CDNScusip127387108)	1.1K	QoQ +3.87% (-40) YoY +6.03% (-61)	All Managers (Combined)	$284.5K	QoQ -4.88% (-$14.6K) YoY -1.25% (-$3.6K)
Paycom Software, Inc.(PAYCcusip70432V102)	1.3K	QoQ 0.00% (+0) YoY -17.30% (-266)	All Managers (Combined)	$278.6K	QoQ +2.96% (+$8.0K) YoY -2.90% (-$8.3K)
(IWScusip464287473)	2.3K	QoQ 0.00% (-0) YoY -4.27% (-101)	All Managers (Combined)	$271.1K	QoQ -10.64% (-$32.3K) YoY -3.32% (-$9.3K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	550	QoQ 0.00% (+0) YoY -21.42% (-150)	All Managers (Combined)	$270.4K	QoQ +10.66% (+$26.1K) YoY -16.60% (-$53.8K)
Tradeweb Markets Inc.(TWcusip892672106)	2.0K	QoQ -4.73% (-100) YoY +1727.27% (+1.9K)	All Managers (Combined)	$268.7K	QoQ -0.63% (-$1.7K) YoY +2303.44% (+$257.5K)
Consolidated Edison Inc(EDcusip209115104)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$264.4K	QoQ +18.57% (+$41.4K) YoY +21.34% (+$46.5K)
Te Connectivity Plc(TELcusipG87052109)	1.7K	QoQ -1.17% (-20) YoY NEW(+1.7K)	All Managers (Combined)	$254.6K	QoQ -1.17% (-$3.0K) YoY NEW(+$254.6K)
Insulet Corp(PODDcusip45784P101)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$253.9K	QoQ -10.65% (-$30.3K) YoY +49.91% (+$84.5K)
(VBcusip922908751)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$253.6K	QoQ -15.59% (-$46.9K) YoY -1.45% (-$3.7K)
Visa Inc.(Vcusip92826C839)	744	QoQ +362.11% (+583) YoY +362.11% (+583)	All Managers (Combined)	$248.8K	QoQ +361.87% (+$194.9K) YoY +467.38% (+$204.9K)