Fiduciary Trust CO has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.98 Billion distributed in 1173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $893M, Apple Inc. with a value of $373M, Ishares Tr with a value of $328M, Coupang, Inc. with a value of $323M, and Tjx Companies Inc with a value of $323M.

Examining the 13F form we can see an increase of $477M in the current position value, from $6.5B to 6.98B.

Fiduciary Trust CO is based out at Boston, MA

Below you can find more details about Fiduciary Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $6.98 Billion
ETFs: $2.85 Billion
Technology: $1.11 Billion
Consumer Cyclical: $966 Million
Healthcare: $501 Million
Financial Services: $400 Million
Industrials: $309 Million
Consumer Defensive: $257 Million
Communication Services: $235 Million
Other: $351 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,173
  • Current Value $6.98 Billion
  • Prior Value $6.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 44 stocks
  • Additional Purchases 258 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 235 stocks
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