Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $11.1 Billion distributed in 673 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $828M, Mastercard Inc with a value of $734M, Intuit Inc with a value of $582M, Alphabet Inc. with a value of $510M, and Danaher Corp with a value of $467M.

Examining the 13F form we can see an increase of $571M in the current position value, from $10.5B to 11.1B.

Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.

Portfolio value $11.1 Billion
Technology: $4.04 Billion
Healthcare: $1.96 Billion
Consumer Cyclical: $1.19 Billion
Financial Services: $1.13 Billion
Industrials: $772 Million
Communication Services: $676 Million
Consumer Defensive: $579 Million
Real Estate: $344 Million
Other: $372 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.3B
$6,000 0.0% of portfolio
80
Q2 2024 Reduced 60.0%
$2.54B
$7,000 0.0% of portfolio
1,300
Q3 2021 Reduced 8.96%
$67.9B
$11,000 0.0% of portfolio
134
Q3 2024 Reduced 11.84%
$13.5B
$10,000 0.0% of portfolio
208
Q3 2024 Added 118.95%
$82.1B
$262,000 0.0% of portfolio
1,008
Q3 2024 Added 57.5%
$36.7B
$212,000 0.0% of portfolio
2,642
Q3 2023 Reduced 12.17%
$15B
$11,000 0.0% of portfolio
175
Q3 2024 Reduced 64.29%
$21.7B
$102,000 0.0% of portfolio
380
Q4 2022 Reduced 7.32%
$76.8B
$144,000 0.0% of portfolio
515
Q3 2024 Added 3.0%
$8.91B
$265,000 0.0% of portfolio
7,000
Q3 2022 Reduced 0.13%
$45.3B
$162,000 0.0% of portfolio
1,370
Q4 2023 Reduced 2.0%
$37.5B
$205,000 0.0% of portfolio
1,155
Q3 2023 Reduced 23.26%
$0
$152,000 0.0% of portfolio
3,600
Q2 2021 New
$202M
$0 0.0% of portfolio
213
Q2 2021 New
$5.23B
$244,000 0.0% of portfolio
10,000
Q2 2021 New
$79.4B
$2,000 0.0% of portfolio
15
Q3 2024 New
$92B
$5,000 0.0% of portfolio
22
Q3 2024 New
$36.8B
$2,000 0.0% of portfolio
5
Q3 2024 New
$79.2B
$144,000 0.0% of portfolio
2,000
Q1 2022 Reduced 3.47%
$862M
$180,000 0.0% of portfolio
6,250
Q2 2021 Reduced 10.39%

Summary

  • Portfolio
  • No. of Stocks 673
  • Current Value $11.1 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 54 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 176 stocks
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