Loring Wolcott & Coolidge Fiduciary Advisors LLP Reduced Holdings in Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-1.34K
- 0.14%
$602.97 - $670.49 $810K - $901K
937K $582M
AVGO
Broadcom Inc.

Technology
-1K
- 4.56%
$136.27 - $1745.86 $137K - $1.75M
21K $3.62M
NXPI
Nxp Semiconductors N.V.

Technology
-7.8K
- 0.8%
$225.14 - $290.78 $1.76M - $2.27M
968K $232M
CRM
Salesforce, Inc.

Technology
-126K
- 27.98%
$238.42 - $276.53 $30M - $34.8M
324K $88.7M
ASML
Asml Holding Nv

Technology
-1.64K
- 3.41%
$749.82 - $1098.95 $1.23M - $1.81M
46.5K $38.7M
QCOM
Qualcomm Inc

Technology
-1.54K
- 0.62%
$156.12 - $209.64 $241K - $323K
248K $42.2M
EOG
Eog Resources Inc

Energy
-12.8K
- 0.86%
$117.9 - $132.65 $1.51M - $1.7M
1.47M $180M
EW
Edwards Lifesciences Corp

Healthcare
-46.7K
- 44.16%
$59.7 - $93.78 $2.79M - $4.38M
59.1K $3.9M
HDB
Hdfc Bank LTD

Financial Services
-80.9K
- 26.87%
$58.04 - $66.97 $4.69M - $5.42M
220K $13.8M
FISV
Fiserv Inc

Technology
-41K
- 1.41%
N/A
2.86M $359M
ROP
Roper Technologies Inc

Industrials
-3.46K
- 1.44%
$515.25 - $576.55 $1.78M - $1.99M
237K $132M
GOOG
Alphabet Inc.

Communication Services
-2.34K
- 1.21%
$149.54 - $192.66 $350K - $451K
191K $31.8M
CNI
Canadian National Railway CO

Industrials
-6.45K
- 0.44%
$110.1 - $123.65 $710K - $797K
1.46M $171M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.28K
- 27.68%
$517.38 - $573.86 $2.22M - $2.46M
11.2K $6.42M
ALGN
Align Technology Inc

Healthcare
-18.2K
- 8.1%
$204.03 - $257.2 $3.71M - $4.68M
206K $52.5M
DIS
Walt Disney CO

Communication Services
-15.3K
- 24.43%
$85.6 - $98.61 $1.31M - $1.5M
47.2K $4.54M
NVO
Novo Nordisk A S

Healthcare
-674
- 2.05%
$119.07 - $145.42 $80.3K - $98K
32.1K $3.83M
CVX
Chevron Corp

Energy
-381
- 0.53%
$137.88 - $161.97 $52.5K - $61.7K
71.6K $10.5M
INTC
Intel Corp

Technology
-327
- 0.38%
$18.9 - $34.87 $6.18K - $11.4K
85.8K $2.01M
CSCO
Cisco Systems, Inc.

Technology
-15.2K
- 23.17%
$44.74 - $53.22 $680K - $808K
50.4K $2.68M
DEO
Diageo PLC

Consumer Defensive
-3.4K
- 64.0%
$120.02 - $140.77 $408K - $479K
1.91K $268K
CHD
Church & Dwight CO Inc

Consumer Defensive
-16.4K
- 1.23%
$98.01 - $106.59 $1.6M - $1.74M
1.31M $137M
LLY
Eli Lilly & CO

Healthcare
-226
- 3.05%
$772.14 - $960.02 $175K - $217K
7.2K $6.37M
DOW
Dow Inc.

Basic Materials
-5.45K
- 21.73%
$50.15 - $55.41 $273K - $302K
19.6K $1.07M
BIIB
Biogen Inc.

Healthcare
-26
- 0.4%
$189.07 - $236.8 $4.92K - $6.16K
6.48K $1.26M
MKC
Mccormick & CO Inc

Consumer Defensive
-6.47K
- 25.38%
$69.44 - $84.76 $449K - $549K
19K $1.57M
NSC
Norfolk Southern Corp

Industrials
-3.64K
- 18.39%
$213.75 - $259.69 $778K - $945K
16.1K $4.01M
CTVA
Corteva, Inc.

Basic Materials
-5.75K
- 26.62%
$50.72 - $58.78 $291K - $338K
15.8K $931K
BA
Boeing CO

Industrials
-340
- 6.6%
$152.04 - $190.6 $51.7K - $64.8K
4.81K $731K
ISRG
Intuitive Surgical Inc

Healthcare
-1.24K
- 13.93%
$416.14 - $494.01 $517K - $614K
7.68K $3.77M
ANSS
Ansys Inc

Technology
-590
- 94.1%
$296.54 - $331.25 $175K - $195K
37 $11K
ROK
Rockwell Automation, Inc

Industrials
-14
- 0.05%
$248.27 - $294.37 $3.48K - $4.12K
25.6K $6.88M
ADSK
Autodesk, Inc.

Technology
-535
- 23.28%
$245.83 - $245.83 $132K - $132K
1.76K $433K
STZ
Constellation Brands, Inc.

Consumer Defensive
-345
- 12.05%
$236.42 - $259.82 $81.6K - $89.6K
2.52K $648K
CC
Chemours CO

Basic Materials
-2.91K
- 86.36%
$16.79 - $24.99 $48.9K - $72.8K
460 $9K
F
Ford Motor CO

Consumer Cyclical
-1.89K
- 8.32%
$9.71 - $14.55 $18.4K - $27.5K
20.8K $219K
BP
Bp PLC

Energy
-210
- 1.98%
$30.78 - $37.05 $6.46K - $7.78K
10.4K $325K
FDX
Fedex Corp

Industrials
-118
- 19.9%
$254.64 - $313.52 $30K - $37K
475 $129K
MRNA
Moderna, Inc.

Healthcare
-315
- 64.29%
$63.64 - $125.14 $20K - $39.4K
175 $11K
NTRS
Northern Trust Corp

Financial Services
-550
- 29.73%
$82.48 - $92.62 $45.4K - $50.9K
1.3K $117K
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.14K
- 10.84%
$77.22 - $89.49 $243K - $281K
25.8K $2.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-650
- 6.07%
$84.77 - $97.13 $55.1K - $63.1K
10.1K $963K
NTES
Net Ease, Inc.

Communication Services
-225
- 18.91%
$76.41 - $96.46 $17.2K - $21.7K
965 $90K
EMR
Emerson Electric CO

Industrials
-130
- 1.41%
$98.19 - $118.87 $12.8K - $15.5K
9.07K $991K
HPE
Hewlett Packard Enterprise CO

Technology
-800
- 14.82%
$16.1 - $21.44 $12.9K - $17.2K
4.6K $94K
UPS
United Parcel Service Inc

Industrials
-119
- 2.51%
$123.32 - $147.38 $14.7K - $17.5K
4.63K $631K
VLO
Valero Energy Corp

Energy
-75
- 17.65%
$132.81 - $163.48 $9.96K - $12.3K
350 $47K
HPQ
Hp Inc

Technology
-800
- 6.98%
$32.02 - $38.11 $25.6K - $30.5K
10.7K $382K
LNC
Lincoln National Corp

Financial Services
-600
- 26.63%
$28.71 - $34.05 $17.2K - $20.4K
1.65K $52K
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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