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 20 of 28
78464A375
Shares:
1310(+0.0%)
Value:
$43.1M(-0.2%)
46641Q837
Shares:
837(+0.0%)
Value:
$42.3M(-0.1%)
233051879
Shares:
1527(+0.0%)
Value:
$39.6M(-1.4%)
78464A870
Shares:
500(+0.0%)
Value:
$39.5M(-14.6%)
464288158
Shares:
375(+0.0%)
Value:
$39.4M(-0.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Humana Inc(HUMcusip444859102) | 165 | All Managers (Combined) | $43.5K | ||
463 | QoQ 0.00% (+0)YoY NEW(+463) | All Managers (Combined) | $43.4K | YoY NEW(+$43.4K) | |
(cusip78464A375)✕ | 1.3K | All Managers (Combined) | $43.1K | ||
Verastem, Inc.(VSTMcusip92337C203) | 5.9K | QoQ 0.00% (+0) | All Managers (Combined) | $42.4K | |
(cusip46641Q837)✕ | 837 | All Managers (Combined) | $42.3K | ||
2.7K | All Managers (Combined) | $41.7K | |||
620 | QoQ 0.00% (-0)YoY NEW(+620) | All Managers (Combined) | $41.4K | YoY NEW(+$41.4K) | |
2.0K | QoQ 0.00% (-0)YoY NEW(+2.0K) | All Managers (Combined) | $40.5K | YoY NEW(+$40.5K) | |
937 | All Managers (Combined) | $40.3K | |||
Eversource Energy(EScusip30040W108) | 695 | QoQ -4.13% (-30)YoY -4.13% (-30) | All Managers (Combined) | $40.3K | |
350 | All Managers (Combined) | $40.1K | |||
400 | QoQ 0.00% (-0)YoY NEW(+400) | All Managers (Combined) | $39.8K | YoY NEW(+$39.8K) | |
(cusip233051879)✕ | 1.5K | All Managers (Combined) | $39.6K | ||
(cusip78464A870)✕ | 500 | QoQ 0.00% (-0)YoY NEW(+500) | All Managers (Combined) | $39.5K | YoY NEW(+$39.5K) |
Kadant Inc(KAIcusip48282T104) | 130 | All Managers (Combined) | $39.5K | ||
(cusip464288158)✕ | 375 | QoQ 0.00% (-0)YoY NEW(+375) | All Managers (Combined) | $39.4K | YoY NEW(+$39.4K) |
930 | All Managers (Combined) | $39.0K | |||
450 | All Managers (Combined) | $38.8K | |||
Realty Income Corp(Ocusip756109104) | 666 | All Managers (Combined) | $38.7K | ||
410 | QoQ +0.49% (-2)YoY +2.50% (-10) | All Managers (Combined) | $37.8K |