Loring Wolcott & Coolidge Fiduciary Advisors LLP Incresed Positions in Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
161
+ 37.62%
$272.52 - $333.02 $43.9K - $53.6K
589 $195K
KMB
Kimberly Clark Corp

Consumer Defensive
305
+ 10.3%
$135.05 - $148.35 $41.2K - $45.2K
3.27K $464K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
825
+ 34.22%
$41.9 - $48.26 $34.6K - $39.8K
3.24K $154K
DOV
Dover Corp

Industrials
28
+ 0.75%
$172.5 - $193.03 $4.83K - $5.4K
3.75K $719K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
101
+ 18.07%
$460.0 - $505.78 $46.5K - $51.1K
660 $306K
ALL
Allstate Corp

Financial Services
25
+ 2.98%
$158.43 - $192.86 $3.96K - $4.82K
864 $163K
D
Dominion Energy, Inc

Utilities
20
+ 0.63%
$48.01 - $58.53 $960 - $1.17K
3.18K $183K
EEM
Ishares Msci Emerging Markets

ETFs
600
+ 133.33%
$40.42 - $46.7 $24.3K - $28K
1.05K $48K
HON
Honeywell International Inc

Industrials
882
+ 3.92%
$196.73 - $220.21 $174K - $194K
23.4K $4.83M
SPIB
Spdr Portfolio Intermediate Te

ETFs
749
+ 57.18%
$32.36 - $33.78 $24.2K - $25.3K
2.06K $69K
DECK
Deckers Outdoor Corp

Consumer Cyclical
200
+ 2000.0%
$150.73 - $974.56 $30.1K - $195K
210 $33K
USB
Us Bancorp \De\

Financial Services
157
+ 5.74%
$39.04 - $47.23 $6.13K - $7.42K
2.89K $132K
ONON
On Holding Ag

Consumer Cyclical
400
+ 210.53%
$36.63 - $51.57 $14.7K - $20.6K
590 $29K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
365
+ 28.72%
$51.02 - $52.74 $18.6K - $19.3K
1.64K $86K
BSX
Boston Scientific Corp

Healthcare
119
+ 9.65%
$72.96 - $84.0 $8.68K - $10K
1.35K $113K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
230
+ 34.53%
$60.13 - $68.17 $13.8K - $15.7K
896 $60K
ILMN
Illumina, Inc.

Healthcare
4
+ 0.63%
$105.28 - $135.9 $421 - $544
634 $82K
NOC
Northrop Grumman Corp

Industrials
6
+ 4.0%
$423.73 - $533.14 $2.54K - $3.2K
156 $82K
AJG
Arthur J. Gallagher & Co.

Financial Services
49
+ 47.57%
$259.22 - $299.75 $12.7K - $14.7K
152 $42K
PANW
Palo Alto Networks Inc

Technology
24
+ 1.24%
$294.18 - $368.01 $7.06K - $8.83K
1.96K $669K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 3.0%
$459.02 - $510.25 $2.75K - $3.06K
206 $101K
TT
Trane Technologies PLC

Industrials
23
+ 383.33%
$314.21 - $388.71 $7.23K - $8.94K
29 $11K
SRE
Sempra Energy

Utilities
42
+ 5.25%
$74.97 - $84.04 $3.15K - $3.53K
842 $70K
UBER
Uber Technologies, Inc

Technology
89
+ 13.28%
$58.48 - $77.47 $5.2K - $6.89K
759 $57K
CSX
Csx Corp

Industrials
40
+ 0.65%
$32.48 - $35.45 $1.3K - $1.42K
6.17K $213K
EMN
Eastman Chemical CO

Basic Materials
57
+ 41.3%
$93.82 - $113.74 $5.35K - $6.48K
195 $21K
ATR
Aptargroup, Inc.

Healthcare
4
+ 1.0%
$138.54 - $160.11 $554 - $640
404 $64K
TTEK
Tetra Tech Inc

Industrials
720
+ 400.0%
$45.59 - $237.74 $32.8K - $171K
900 $42K
CPRT
Copart Inc

Consumer Cyclical
113
+ 118.95%
$49.19 - $55.54 $5.56K - $6.28K
208 $10K
VRT
Vertiv Holdings CO

Industrials
40
+ 15.38%
$86.66 - $86.66 $3.47K - $3.47K
300 $25K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.5%
$94.1 - $120.43 $188 - $241
406 $46K
SQ
Block, Inc.

Technology
10
+ 10.0%
$57.21 - $72.07 $572 - $721
110 $7K
Jacobs Solutions Inc
42
+ 2.05%
N/A
2.09K $0
Verastem Inc
3K
+ 101.73%
N/A
5.95K $0
Kenvue Inc
946
+ 28.18%
N/A
4.3K $0
VUSB
Vanguard Bd Index Fds
5.03K
+ 32.63%
N/A
20.4K $0
Nextracker Inc Class A
80
+ 19.05%
N/A
500 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
105
+ 5.48%
$84.18 - $106.5 $8.84K - $11.2K
2.02K $201K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.18%
$500.12 - $562.29 $500 - $562
566 $294K
CDNS
Cadence Design Systems Inc

Technology
21
+ 2.08%
$246.84 - $321.11 $5.18K - $6.74K
1.03K $279K
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 3.0%
$217.89 - $392.15 $3.27K - $5.88K
515 $144K
OXY
Occidental Petroleum Corp

Energy
40
+ 0.75%
$49.91 - $63.73 $2K - $2.55K
5.34K $275K
COP
Conocophillips

Energy
12
+ 0.02%
$102.3 - $116.61 $1.23K - $1.4K
58.4K $6.15M
MSFT
Microsoft Corp

Technology
32.8K
+ 1.73%
$395.15 - $467.56 $13M - $15.3M
1.92M $828M
ADBE
Adobe Inc.

Technology
7.06K
+ 1.22%
$508.13 - $586.55 $3.58M - $4.14M
585K $303M
GOOGL
Alphabet Inc.

Communication Services
83.4K
+ 2.79%
$148.65 - $191.18 $12.4M - $15.9M
3.08M $510M
Activity Summary
Buys All Purchases 151 New Holdings 54 Increased Positions 97 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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