Loring Wolcott & Coolidge Fiduciary Advisors LLP Sells in Q4 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-420
- 29.23%
$124.61 - $133.96 $52.3K - $56.3K
1.02K $131K
MMM
3 M CO

Industrials
-350
- 66.67%
$124.74 - $137.12 $43.7K - $48K
175 $22K
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 3.06%
$130.37 - $146.09 $13K - $14.6K
3.17K $415K
VNT
Vontier Corp

Technology
-1.48K
- 61.28%
$33.03 - $40.45 $48.9K - $59.9K
935 $34K
CEG
Constellation Energy Corp

Utilities
-50
- 4.96%
$224.28 - $285.52 $11.2K - $14.3K
958 $215K
GNRC
Generac Holdings Inc.

Industrials
-50
- 0.52%
$154.28 - $195.11 $7.71K - $9.76K
9.5K $1.47M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-217
- 20.09%
$338.38 - $446.21 $73.4K - $96.8K
863 $375K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.5K
- 20.0%
$25.0 - $25.11 $37.5K - $37.7K
6K $150K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-330
- 14.32%
$121.89 - $135.52 $40.2K - $44.7K
1.98K $246K
VONV
Vanguard Russell 1000 Value Et

ETFs
-350
- 9.87%
$80.87 - $87.69 $28.3K - $30.7K
3.2K $259K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-740
- 79.91%
$43.37 - $51.46 $32.1K - $38.1K
186 $8K
VTV
Vanguard Value ETF

ETFs
-75
- 1.97%
$168.32 - $181.87 $12.6K - $13.6K
3.73K $631K
IBM
International Business Machines Corp

Technology
-78
- 0.63%
$204.9 - $238.04 $16K - $18.6K
12.3K $2.7M
AEP
American Electric Power CO Inc

Utilities
-70
- 3.28%
$90.91 - $102.21 $6.36K - $7.15K
2.07K $190K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-749
- 36.38%
$32.65 - $33.68 $24.5K - $25.2K
1.31K $42K
BP
Bp PLC

Energy
-244
- 2.35%
$28.16 - $33.14 $6.87K - $8.09K
10.1K $299K
ADSK
Autodesk, Inc.

Technology
-101
- 5.73%
N/A
1.66K $408K
F
Ford Motor CO

Consumer Cyclical
-1K
- 4.8%
$9.69 - $11.4 $9.69K - $11.4K
19.8K $196K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-365
- 22.31%
$51.54 - $52.55 $18.8K - $19.2K
1.27K $65K
EBC
Eastern Bankshares, Inc.

Financial Services
-1.49K
- 34.43%
$15.83 - $19.03 $23.6K - $28.4K
2.84K $49K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-180
- 19.76%
$124.26 - $134.12 $22.4K - $24.1K
731 $94K
IVW
Ishares S&P 500 Growth ETF

ETFs
-766
- 7.61%
$94.43 - $105.47 $72.3K - $80.8K
9.3K $944K
UBER
Uber Technologies, Inc

Technology
-89
- 11.73%
$59.93 - $86.34 $5.33K - $7.68K
670 $40K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-69
- 7.12%
$107.06 - $123.74 $7.39K - $8.54K
900 $98K
CSX
Csx Corp

Industrials
-30
- 0.49%
$31.58 - $36.88 $947 - $1.11K
6.14K $198K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-159
- 8.2%
$107.41 - $115.71 $17.1K - $18.4K
1.78K $196K
MCO
Moodys Corp

Financial Services
-25
- 1.17%
$454.04 - $500.88 $11.4K - $12.5K
2.11K $998K
D
Dominion Energy, Inc

Utilities
-10
- 0.31%
$52.63 - $60.92 $526 - $609
3.17K $170K
BX
Blackstone Inc.

Financial Services
-235
- 16.49%
$148.45 - $199.05 $34.9K - $46.8K
1.19K $205K
AXP
American Express CO

Financial Services
-626
- 9.22%
$267.35 - $305.57 $167K - $191K
6.16K $1.83M
NOC
Northrop Grumman Corp

Industrials
-5
- 3.21%
$466.52 - $543.88 $2.33K - $2.72K
151 $70K
VONG
Vanguard Russell 1000 Growth E

ETFs
-292
- 9.35%
$95.27 - $107.82 $27.8K - $31.5K
2.83K $292K
EMN
Eastman Chemical CO

Basic Materials
-57
- 29.23%
$90.03 - $110.64 $5.13K - $6.31K
138 $12K
ALL
Allstate Corp

Financial Services
-64
- 7.41%
$181.25 - $208.2 $11.6K - $13.3K
800 $154K
LBRDK
Liberty Broadband Corp

Communication Services
-108
- 42.52%
$74.72 - $101.4 $8.07K - $11K
146 $10K
ETN
Eaton Corp PLC

Industrials
-26
- 4.41%
$326.96 - $377.52 $8.5K - $9.82K
563 $186K
T
At&T Inc.

Communication Services
-404
- 32.61%
$21.22 - $23.88 $8.57K - $9.65K
835 $19K
PLD
Prologis, Inc.

Real Estate
-55
- 94.83%
$101.4 - $126.96 $5.58K - $6.98K
3 $0
SQ
Block, Inc.

Technology
-100
- 90.91%
$65.06 - $98.92 $6.51K - $9.89K
10 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-40
- 20.94%
$180.39 - $205.43 $7.22K - $8.22K
151 $28K
OGN
Organon & Co.

Healthcare
-1
- 0.07%
$14.44 - $18.83 $14.4 - $18.8
1.43K $21K
TT
Trane Technologies PLC

Industrials
-12
- 41.38%
$369.35 - $419.14 $4.43K - $5.03K
17 $6K
CME
Cme Group Inc.

Financial Services
-20
- 74.07%
$221.17 - $246.02 $4.42K - $4.92K
7 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-60
- 75.0%
$47.96 - $55.17 $2.88K - $3.31K
20 $1K
BSX
Boston Scientific Corp

Healthcare
-119
- 8.8%
$83.62 - $91.5 $9.95K - $10.9K
1.23K $110K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-19
- 73.08%
$104.54 - $137.94 $1.99K - $2.62K
7 $0
VOYA
Voya Financial, Inc.

Financial Services
-30
- 75.0%
$65.93 - $83.9 $1.98K - $2.52K
10 $0
MLM
Martin Marietta Materials Inc

Basic Materials
-4
- 80.0%
$516.5 - $619.58 $2.07K - $2.48K
1 $0
USB
Us Bancorp \De\

Financial Services
-157
- 5.43%
$43.98 - $53.66 $6.9K - $8.42K
2.74K $130K
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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