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 18 of 28
464288646
Shares:
1271(+0.0%)
Value:
$66.2M(+0.1%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 3.0K | All Managers (Combined) | $83.8K | |||
Medtronic Plc(MDTcusipG5960L103) | 985 | QoQ 0.00% (-0)YoY -6.72% (-71) | All Managers (Combined) | $82.5K | |
Firstenergy Corp(FEcusip337932107) | 1.9K | All Managers (Combined) | $82.2K | ||
| 1.9K | QoQ 0.00% (-0) | All Managers (Combined) | $80.1K | ||
| 656 | All Managers (Combined) | $76.6K | |||
| 3.0K | QoQ 0.00% (-0) | All Managers (Combined) | $76.1K | ||
| 749 | QoQ 0.00% (-0)YoY NEW(+749) | All Managers (Combined) | $75.7K | YoY NEW(+$75.7K) | |
| 1.4K | QoQ -4.74% (-70)YoY -5.38% (-80) | All Managers (Combined) | $74.7K | ||
| 500 | All Managers (Combined) | $73.1K | |||
Netease, Inc.(NTEScusip64110W102) | 700 | All Managers (Combined) | $72.6K | ||
| 151 | QoQ 0.00% (-0)YoY +0.66% (+1) | All Managers (Combined) | $71.4K | ||
| 4.6K | QoQ 0.00% (-0) | All Managers (Combined) | $70.6K | ||
| 950 | All Managers (Combined) | $70.3K | |||
| 960 | QoQ -9.00% (-95) | All Managers (Combined) | $70.3K | ||
| 1.1K | All Managers (Combined) | $69.1K | |||
(cusip464288646)✕ | 1.3K | All Managers (Combined) | $66.2K | ||
| 3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $66.1K | YoY NEW(+$66.1K) | |
Vistra Corp.(VSTcusip92840M102) | 550 | QoQ 0.00% (-0)YoY NEW(+550) | All Managers (Combined) | $66.0K | YoY NEW(+$66.0K) |
| 900 | All Managers (Combined) | $65.7K | |||
| 1.1K | All Managers (Combined) | $63.6K |