Loring Wolcott & Coolidge Fiduciary Advisors LLP Reduced Holdings in Q4 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-911
- 5.64%
$230.6 - $277.0 $210K - $252K
15.2K $3.58M
FTV
Fortive Corp

Technology
-4.88K
- 29.11%
$71.16 - $79.68 $347K - $389K
11.9K $891K
ACN
Accenture PLC

Technology
-691
- 0.67%
$343.9 - $376.86 $238K - $260K
102K $36M
UNH
Unitedhealth Group Inc

Healthcare
-189
- 5.27%
$485.52 - $625.25 $91.8K - $118K
3.39K $1.72M
COP
Conocophillips

Energy
-150
- 0.26%
$95.12 - $114.72 $14.3K - $17.2K
58.2K $5.78M
DD
Du Pont De Nemours, Inc.

Basic Materials
-395
- 1.53%
$75.95 - $88.05 $30K - $34.8K
25.4K $1.94M
AMD
Advanced Micro Devices Inc

Technology
-461
- 6.96%
$118.88 - $172.8 $54.8K - $79.7K
6.17K $744K
DOW
Dow Inc.

Basic Materials
-1.32K
- 6.71%
$39.1 - $55.34 $51.6K - $73K
18.3K $735K
GLD
Spdr Gold Trust

ETFs
-1.22K
- 13.76%
$236.59 - $257.5 $287K - $313K
7.61K $1.84M
AWK
American Water Works Company, Inc.

Utilities
-740
- 8.07%
$123.83 - $146.07 $91.6K - $108K
8.44K $1.05M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-160
- 0.82%
$59.25 - $72.99 $9.48K - $11.7K
19.3K $1.15M
CVX
Chevron Corp

Energy
-594
- 0.83%
$141.15 - $162.53 $83.8K - $96.5K
71K $10.3M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.81K
- 9.51%
$73.97 - $84.09 $134K - $152K
17.2K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
-1.38K
- 5.48%
$280.04 - $302.45 $385K - $416K
23.7K $6.88M
HDB
Hdfc Bank LTD

Financial Services
-8.1K
- 3.68%
$59.45 - $68.01 $481K - $551K
212K $13.5M
SYY
Sysco Corp

Consumer Defensive
-2.36K
- 9.3%
$73.63 - $81.77 $173K - $193K
23K $1.76M
APD
Air Products & Chemicals, Inc.

Basic Materials
-141
- 0.63%
$285.5 - $335.62 $40.3K - $47.3K
22.2K $6.44M
BMY
Bristol Myers Squibb CO

Healthcare
-5.43K
- 27.72%
$51.92 - $59.94 $282K - $325K
14.2K $800K
SPGI
S&P Global Inc.

Financial Services
-209
- 3.73%
$480.36 - $529.17 $100K - $111K
5.39K $2.69M
SHEL
Shell PLC

Energy
-2.22K
- 11.69%
$60.63 - $70.23 $134K - $156K
16.8K $1.05M
NVS
Novartis Ag

Healthcare
-605
- 8.07%
$96.78 - $117.18 $58.6K - $70.9K
6.89K $670K
CVS
Cvs Health Corp

Healthcare
-228
- 2.29%
$43.78 - $67.46 $9.98K - $15.4K
9.72K $436K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.49K
- 19.62%
$113.92 - $127.38 $169K - $189K
6.09K $701K
SPMD
Spdr Portfolio

ETFs
-3.09K
- 97.17%
$54.13 - $59.56 $167K - $184K
90 $4K
CARR
Carrier Global Corp

Industrials
-953
- 11.43%
$66.69 - $82.65 $63.6K - $78.8K
7.39K $504K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-985
- 11.13%
$370.24 - $418.94 $365K - $413K
7.86K $3.16M
GIS
General Mills Inc

Consumer Defensive
-64
- 0.42%
$62.78 - $74.62 $4.02K - $4.78K
15.1K $960K
APH
Amphenol Corp

Technology
-2.46K
- 30.9%
$62.07 - $75.35 $153K - $185K
5.5K $381K
IWN
Ishares Russell2000 Val ETF

ETFs
-680
- 7.62%
$162.69 - $181.35 $111K - $123K
8.24K $1.35M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-257
- 14.36%
$232.27 - $300.43 $59.7K - $77.2K
1.53K $360K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-320
- 7.82%
$521.84 - $558.82 $167K - $179K
3.77K $2.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-380
- 10.09%
$209.89 - $233.24 $79.8K - $88.6K
3.39K $719K
DEO
Diageo PLC

Consumer Defensive
-705
- 36.85%
$118.0 - $139.88 $83.2K - $98.6K
1.21K $153K
STT
State Street Corp

Financial Services
-3.9K
- 13.98%
$85.96 - $100.78 $335K - $393K
24K $2.36M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.15K
- 13.99%
$57.29 - $63.1 $65.9K - $72.6K
7.07K $405K
IEFA
Ishares Tr

ETFs
-1.14K
- 34.54%
$70.06 - $77.43 $80.1K - $88.5K
2.17K $152K
IVE
Ishares S&P 500 Value ETF

ETFs
-465
- 16.99%
$189.5 - $206.17 $88.1K - $95.9K
2.27K $433K
MCHP
Microchip Technology Inc

Technology
-732
- 27.71%
$55.51 - $79.05 $40.6K - $57.9K
1.91K $109K
CAT
Caterpillar Inc

Industrials
-6
- 0.21%
$360.37 - $416.88 $2.16K - $2.5K
2.85K $1.04M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-143
- 2.76%
$563.99 - $620.12 $80.7K - $88.7K
5.03K $2.87M
EL
Estee Lauder Companies Inc

Consumer Defensive
-380
- 18.81%
$62.74 - $97.24 $23.8K - $37K
1.64K $122K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-150
- 21.43%
$424.05 - $524.22 $63.6K - $78.6K
550 $255K
NEM
Newmont Corp

Basic Materials
-800
- 35.16%
$37.0 - $58.68 $29.6K - $46.9K
1.48K $54K
SO
Southern CO

Utilities
-450
- 14.53%
$81.5 - $94.15 $36.7K - $42.4K
2.65K $217K
TDG
Trans Digm Group Inc

Industrials
-8
- 2.61%
$1239.0 - $1442.53 $9.91K - $11.5K
298 $377K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.15K
- 46.0%
$47.26 - $48.18 $54.3K - $55.4K
1.35K $63K
TPL
Texas Pacific Land Corp

Energy
-99
- 42.31%
$915.49 - $1730.0 $90.6K - $171K
135 $149K
CTVA
Corteva, Inc.

Basic Materials
-435
- 2.75%
$55.21 - $64.13 $24K - $27.9K
15.4K $877K
UPS
United Parcel Service Inc

Industrials
-31
- 0.67%
$122.65 - $138.35 $3.8K - $4.29K
4.6K $580K
Activity Summary
Buys All Purchases 59 New Holdings 16 Increased Positions 43 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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