Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Filing Details

13F-HR • 2025-03-31
SEC
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

628 positions
Manager:
SEC
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Page 14 of 28
464287705
IJJ|464287705
Shares:
1775(-10.1%)
Value:
$199.7M(-22.4%)
CANADIAN PACIFIC KANSAS CITY LTD/CN
CP.TO|13646K108
Shares:
2725(+0.0%)
Value:
$198.7M(-9.6%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
515(+0.0%)
Value:
$198.7M(+3.2%)
CHECK POINT SOFTWARE TECHNOLOGIES LTD
CHKP|M22465104
Shares:
970(+0.0%)
Value:
$198.1M(+3.0%)
Constellation Energy Corp
CEG|21037T109
Shares:
936(-2.3%)
Value:
$196.4M(-25.5%)
M&T BANK CORP
MTB|55261F104
Shares:
1155(+0.0%)
Value:
$191.0M(-17.8%)
INDIA FUND, INC.
IFN|454089103
Shares:
12000(+0.0%)
Value:
$189.0M(+0.9%)
AUTOZONE INC
AZO|053332102
Shares:
50(-30.6%)
Value:
$182.6M(-24.8%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
700(+0.0%)
Value:
$181.4M(+3.2%)
25434V781
25434V781
Shares:
6060
Value:
$176.2M
SUNCOR ENERGY INC
SU|867224107
Shares:
5000(+0.0%)
Value:
$175.4M(-9.5%)
464288570
464288570
Shares:
1780(+0.0%)
Value:
$174.6M(-12.4%)
878742204
878742204
Shares:
5000(+0.0%)
Value:
$174.4M(-17.8%)
FORD MOTOR CO
F|345370860
Shares:
17545(-11.4%)
Value:
$171.6M(-16.6%)
Atlantic Union Bankshares Corp
AUB|04911A107
Shares:
6473(+0.0%)
Value:
$170.6M(-30.0%)
DOMINION ENERGY, INC
D|25746U109
Shares:
3165(+0.0%)
Value:
$168.8M(-4.3%)
HCA Healthcare, Inc.
HCA|40412C101
Shares:
500(+0.0%)
Value:
$168.0M(+1.2%)
46432F842
IEFA|46432F842
Shares:
2166(+0.0%)
Value:
$166.3M(+4.4%)
464287887
IJT|464287887
Shares:
1400(+0.0%)
Value:
$165.9M(-15.3%)
RANGE RESOURCES CORP
RRC|75281A109
Shares:
4680(+0.0%)
Value:
$159.4M(-8.6%)