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 21 of 28
65341B106
65341B106
Shares:
4366(+11.9%)
Value:
$37.1M(-39.8%)
BAXTER INTERNATIONAL INC
BAX|071813109
Shares:
1225(+0.0%)
Value:
$36.3M(-11.5%)
UGI CORP /PA/
UGI|902681105
Shares:
1102(+0.0%)
Value:
$36.1M(+6.3%)
HERSHEY CO
HSY|427866108
Shares:
207(+0.0%)
Value:
$34.5M(+8.4%)
Ventas, Inc.
VTR|92276F100
Shares:
500(+0.0%)
Value:
$34.3M(+11.0%)
AppLovin Corp
APP|03831W108
Shares:
135(+0.0%)
Value:
$34.1M(-26.4%)
Kyndryl Holdings, Inc.
KD|50155Q100
Shares:
1013(+0.0%)
Value:
$31.4M(-18.2%)
KIMCO REALTY CORP
KIM|49446R109
Shares:
1492(+0.0%)
Value:
$30.6M(-12.5%)
CASEYS GENERAL STORES INC
CASY|147528103
Shares:
67(+0.0%)
Value:
$30.5M(+8.4%)
IRON MOUNTAIN INC
IRM|46284V101
Shares:
355(+0.0%)
Value:
$29.9M(-19.0%)
Public Storage
PSA|74460D109
Shares:
100(+0.0%)
Value:
$29.5M(-0.7%)
Liberty Media Corp
LLYVK|531229722
Shares:
412(-19.1%)
Value:
$29.2M(-19.6%)
Duke Energy CORP
DUK|26441C204
Shares:
240(+0.0%)
Value:
$29.1M(+7.8%)
SKYWORKS SOLUTIONS, INC.
SWKS|83088M102
Shares:
494(+0.0%)
Value:
$29.0M(-34.5%)
Liberty Media Corp
FWONK|531229755
Shares:
332(-20.0%)
Value:
$28.7M(-26.1%)
Vontier Corp
VNT|928881101
Shares:
935(+0.0%)
Value:
$28.3M(-20.4%)
GSK plc
GSK|37733W204
Shares:
760(+0.0%)
Value:
$28.1M(+4.3%)
TETRA TECH INC
TTEK|88162G103
Shares:
900(+0.0%)
Value:
$27.8M(-19.9%)
PagSeguro Digital Ltd.
PAGS|G68707101
Shares:
3010(+0.0%)
Value:
$27.8M(+31.8%)
Viatris Inc
VTRS|92556V106
Shares:
3549(+0.0%)
Value:
$27.7M(-31.6%)