Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $10,061,605,000
  Total Value Change : $-32,696,000
  Securities Held Change : 9
   
All Securities Held : 562
  New Positions : 37
  Closed Positions : 32
  Increased Positions : 74
  Unchanged Positions : 276
  Decreased Positions : 175

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 32     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MU)1 Year Chart         MU Micron Technology Inc 593 Closed $133.71 $0 0 0% -6,000 -67 0    Semiconductor - Memor...
   (CGC)1 Year Chart         CGC Canopy Growth Corp 578 Closed $7.81 $0 0 0% 0 -32 0    N/A
   (EGP)1 Year Chart         EGP Eastgroup Properties Inc 565 Closed $164.86 $0 0 0% -17,000 -94 0    REIT - Diversified
   (ABM)1 Year Chart         ABM ABM Industries Inc 584 Closed $47.76 $0 0 0% -122,000 -3,000 0    Business Services
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 571 Closed $68.08 $0 0 0% -452,000 -6,528 0    Gold
   (DBX)1 Year Chart         DBX Dropbox Inc 592 Closed $21.92 $0 0 0% -6,000 -200 0    N/A
   (INGR)1 Year Chart         INGR Ingredion Incorporated 577 Closed $115.85 $0 0 0% -8,000 -70 0    Processed & Packaged ...
   (ELAN)1 Year Chart         ELAN Elanco Animal Health Inc 560 Closed $18.45 $0 0 0% -5,000 -306 0    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 583 Closed $173.92 $0 0 0% -28,000 -167 0    Oil & Gas Refining, P...
   (AUR)1 Year Chart         AUR Aurora Innovation Ord Shs C... 570 Closed $9.91 $0 0 0% -3,000 -1,000 0    N/A
   (XRX)1 Year Chart         XRX Xerox Corp 591 Closed $32.10 $0 0 0% 0 -12 0    Business Equipment
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 576 Closed $120.32 $0 0 0% -213,000 -1,968 0    Gold
   (THG)1 Year Chart         THG The Hanover Insurance Group 559 Closed $127.67 $0 0 0% -40,000 -300 0    Property & Casualty I...
   (MFC)1 Year Chart         MFC Manulife Financial Corporat... 582 Closed $25.82 $0 0 0% -11,000 -480 0    Life & Health Insurance
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 569 Closed $27.40 $0 0 0% -293,000 -14,000 0    Closed - End Fund - E...
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 590 Closed $58.62 $0 0 0% -448,000 -7,325 0    Industrial Metals & M...
   (TGNA)1 Year Chart         TGNA Tegna Inc 575 Closed $14.45 $0 0 0% -8,000 -500 0    Publishing
   (NYT)1 Year Chart         NYT New York Times Co 558 Closed $51.09 $0 0 0% -13,000 -275 0    Publishing
   (HBAN)1 Year Chart         HBAN Huntington Bancshares Inc 581 Closed $13.43 $0 0 0% -22,000 -1,750 0    Domestic Regional Banks
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 568 Closed $115.40 $0 0 0% -89,000 -758 0    Closed - End Fund - E...
   (ABX)1 Year Chart         ABX Barrick Gold Corp (USA) 589 Closed $16.70 $0 0 0% -3,000 -197 0    Gold
   (AME)1 Year Chart         AME Ametek Inc 574 Closed $168.65 $0 0 0% -49,000 -300 0    Industrial Electrical...
   (VSTR)1 Year Chart         VSTR Valuesetters Inc. 557 Closed $0.00 $0 0 0% 0 -2,000 0    N/A
   (LMDX)1 Year Chart         LMDX Lumiradx Ord Shs 580 Closed $0.00 $0 0 0% 0 -12,820 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 567 Closed $551.45 $0 0 0% -12,000 -25 0    Closed - End Fund - E...
   (SNE)1 Year Chart         SNE Sony Corporation (ADR) 588 Closed $84.84 $0 0 0% -29,000 -300 0    Electronic Equipment
   (AEM)1 Year Chart         AEM Agnico Eagle Mines Ltd (USA) 573 Closed $66.10 $0 0 0% -221,000 -4,500 0    Gold
   (WPM)1 Year Chart         WPM Wheaton Precious Metals Corp 594 Closed $53.66 $0 0 0% -497,000 -10,612 0    Silver
   (QS)1 Year Chart         QS Quantumscape Ord Shs Class A 579 Closed $5.69 $0 0 0% -6,000 -950 0    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 566 Closed $342.18 $0 0 0% -32,000 -110 0    N/A
   (PBA)1 Year Chart         PBA Pembina Pipeline Corp 585 Closed $36.66 $0 0 0% -92,000 -2,666 0    Oil & Gas Pipelines &...
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 572 Closed $49.13 $0 0 0% -8,000 -151 0    Drug Manufacturers - ...

      32 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results