Loring Wolcott & Coolidge Fiduciary Advisors LLP Sells in Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
-10
- 0.44%
$41.65 - $55.85 $417 - $559
2.28K $121K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-115
- 6.04%
$233.81 - $287.01 $26.9K - $33K
1.79K $492K
TGT
Target Corp

Consumer Defensive
-268
- 2.71%
$133.47 - $159.25 $35.8K - $42.7K
9.62K $1.5M
FTV
Fortive Corp

Technology
-583
- 3.36%
$67.01 - $79.2 $39.1K - $46.2K
16.8K $1.32M
NFLX
Netflix Inc

Communication Services
-1
- 0.08%
$598.55 - $722.26 $599 - $722
1.29K $914K
IWM
Ishares Russell 2000 ETF

ETFs
-105
- 2.75%
$200.87 - $224.6 $21.1K - $23.6K
3.71K $819K
MO
Altria Group, Inc.

Consumer Defensive
-250
- 2.33%
$45.95 - $54.71 $11.5K - $13.7K
10.5K $533K
VTV
Vanguard Value ETF

ETFs
-25
- 0.65%
$159.75 - $174.57 $3.99K - $4.36K
3.81K $664K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-125
- 1.39%
$332.02 - $382.76 $41.5K - $47.8K
8.85K $3.32M
PFE
Pfizer Inc

Healthcare
-1.58K
- 1.51%
$27.7 - $31.39 $43.8K - $49.7K
103K $2.99M
EQIX
Equinix Inc

Real Estate
-44
- 5.68%
$749.0 - $890.01 $33K - $39.2K
731 $648K
SYY
Sysco Corp

Consumer Defensive
-1.38K
- 5.17%
$69.16 - $78.98 $95.5K - $109K
25.3K $1.98M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-50
- 1.82%
$156.14 - $187.2 $7.81K - $9.36K
2.69K $497K
GIS
General Mills Inc

Consumer Defensive
-850
- 5.32%
$62.5 - $75.15 $53.1K - $63.9K
15.1K $1.12M
ENB
Enbridge Inc

Energy
-123
- 0.56%
$35.27 - $41.18 $4.34K - $5.07K
22K $894K
IWN
Ishares Russell2000 Val ETF

ETFs
-150
- 1.65%
$150.05 - $171.34 $22.5K - $25.7K
8.92K $1.49M
MCO
Moodys Corp

Financial Services
-9
- 0.42%
$421.49 - $494.67 $3.79K - $4.45K
2.13K $1.01M
ROST
Ross Stores, Inc.

Consumer Cyclical
-4.32K
- 2.9%
$136.06 - $155.24 $588K - $671K
145K $21.8M
GILD
Gilead Sciences, Inc.

Healthcare
-168
- 1.94%
$66.59 - $83.99 $11.2K - $14.1K
8.5K $712K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-85
- 1.27%
$256.4 - $289.78 $21.8K - $24.6K
6.61K $1.88M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-173
- 0.88%
$64.35 - $75.71 $11.1K - $13.1K
19.5K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
-905
- 3.48%
$255.18 - $283.2 $231K - $256K
25.1K $7.11M
BMY
Bristol Myers Squibb CO

Healthcare
-610
- 3.02%
$39.66 - $51.75 $24.2K - $31.6K
19.6K $1.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.1%
$523.84 - $572.02 $2.62K - $2.86K
5.17K $2.95M
JKHY
Henry Jack & Associates Inc

Technology
-125
- 0.63%
$160.87 - $177.06 $20.1K - $22.1K
19.9K $3.51M
XOM
Exxon Mobil Corp

Energy
-5.39K
- 1.36%
$109.72 - $119.0 $591K - $641K
392K $45.9M
GNRC
Generac Holdings Inc.

Industrials
-100
- 1.04%
$133.16 - $159.78 $13.3K - $16K
9.55K $1.52M
IDXX
Idexx Laboratories Inc

Healthcare
-4.37K
- 3.14%
$455.08 - $517.19 $1.99M - $2.26M
135K $68.1M
LMT
Lockheed Martin Corp

Industrials
-18
- 0.71%
$460.3 - $584.56 $8.29K - $10.5K
2.53K $1.48M
CMI
Cummins Inc

Industrials
-190
- 2.48%
$266.63 - $326.4 $50.7K - $62K
7.48K $2.42M
SPGI
S&P Global Inc.

Financial Services
-124
- 2.17%
$446.32 - $527.38 $55.3K - $65.4K
5.6K $2.89M
AMGN
Amgen Inc

Healthcare
-903
- 1.37%
$309.38 - $337.38 $279K - $305K
65.1K $21M
STT
State Street Corp

Financial Services
-394
- 1.39%
$73.37 - $89.31 $28.9K - $35.2K
27.9K $2.47M
GE
General Electric CO

Industrials
-210
- 1.48%
$156.66 - $189.66 $32.9K - $39.8K
13.9K $2.63M
ECL
Ecolab Inc.

Basic Materials
-2.14K
- 3.83%
$228.86 - $255.76 $490K - $547K
53.7K $13.7M
PAYX
Paychex Inc

Industrials
-405
- 1.31%
$116.17 - $135.19 $47K - $54.8K
30.5K $4.1M
DE
Deere & CO

Industrials
-176
- 1.51%
$344.84 - $418.0 $60.7K - $73.6K
11.5K $4.79M
UL
Unilever PLC

Consumer Defensive
-357
- 0.73%
$54.7 - $65.59 $19.5K - $23.4K
48.5K $3.15M
IBM
International Business Machines Corp

Technology
-195
- 1.55%
$175.1 - $223.38 $34.1K - $43.6K
12.3K $2.73M
APD
Air Products & Chemicals, Inc.

Basic Materials
-915
- 3.93%
$247.34 - $300.11 $226K - $275K
22.3K $6.65M
ZTS
Zoetis Inc.

Healthcare
-34
- 0.1%
$172.58 - $196.48 $5.87K - $6.68K
32.5K $6.35M
PEP
Pepsico Inc

Consumer Defensive
-2.72K
- 1.12%
$161.9 - $179.3 $441K - $488K
241K $40.9M
ITW
Illinois Tool Works Inc

Industrials
-209
- 0.56%
$233.14 - $263.97 $48.7K - $55.2K
37.2K $9.75M
KO
Coca Cola CO

Consumer Defensive
-1.15K
- 0.96%
$62.69 - $73.01 $72K - $83.8K
119K $8.53M
WSO
Watsco Inc

Industrials
-48
- 0.14%
$448.73 - $519.89 $21.5K - $25K
34.7K $17.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-489
- 2.8%
$191.76 - $263.26 $93.8K - $129K
17K $4.44M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-163
- 0.07%
$28.7 - $35.25 $4.68K - $5.75K
249K $8.59M
RTX
Raytheon Technologies Corp

Industrials
-200
- 0.23%
$99.55 - $123.34 $19.9K - $24.7K
87.1K $10.6M
FDS
Factset Research Systems Inc

Financial Services
-1.09K
- 2.36%
$397.04 - $469.48 $431K - $510K
44.9K $20.6M
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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