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 15 of 28
233051853
Shares:
3600(+0.0%)
Value:
$154.6M(-1.6%)
46434VBD1
Shares:
6000(+0.0%)
Value:
$150.8M(+0.0%)
92204A108
Shares:
462(+0.0%)
Value:
$145.3M(-19.1%)
97717X669
Shares:
1820(+0.0%)
Value:
$138.3M(-9.3%)
00214Q401
Shares:
1402
Value:
$135.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.7K | QoQ 0.00% (+0)YoY NEW(+2.7K) | All Managers (Combined) | $158.2K | YoY NEW(+$158.2K) | |
3.5K | All Managers (Combined) | $157.7K | |||
Eaton Corp Plc(ETNcusipG29183103) | 563 | QoQ 0.00% (-0) | All Managers (Combined) | $155.2K | |
(cusip233051853)✕ | 3.6K | All Managers (Combined) | $154.6K | ||
Valaris Ltd(VALcusipG9460G101) | 5.0K | QoQ 0.00% (-0)YoY NEW(+5.0K) | All Managers (Combined) | $154.3K | YoY NEW(+$154.3K) |
Shopify Inc.(SHOPcusip82509L107) | 1.7K | QoQ 0.00% (-0)YoY +2.41% (+40) | All Managers (Combined) | $154.2K | |
575 | All Managers (Combined) | $152.8K | |||
Allstate Corp(ALLcusip020002101) | 781 | QoQ -2.37% (-19)YoY -2.37% (-19) | All Managers (Combined) | $152.1K | |
(cusip46434VBD1)✕ | 6.0K | QoQ 0.00% (+0) | All Managers (Combined) | $150.8K | |
2.8K | All Managers (Combined) | $150.3K | |||
2.2K | All Managers (Combined) | $149.1K | |||
2.0K | All Managers (Combined) | $147.9K | |||
5.3K | All Managers (Combined) | $145.9K | |||
(cusip92204A108)✕ | 462 | All Managers (Combined) | $145.3K | ||
1.2K | YoY +0.32% (+4) | All Managers (Combined) | $145.2K | ||
1.4K | All Managers (Combined) | $140.1K | |||
(cusip97717X669)✕ | 1.8K | All Managers (Combined) | $138.3K | ||
(cusip00214Q401)✕ | 1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $135.9K | QoQ NEW(+$135.9K) YoY NEW(+$135.9K) |
847 | All Managers (Combined) | $133.7K | |||
Dexcom Inc(DXCMcusip252131107) | 2.0K | QoQ 0.00% (-0)YoY -2.69% (-55) | All Managers (Combined) | $132.9K |