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
DHR
Danaher Corp

Healthcare
-6.75K
- 0.4%
$226.16 - $274.52 $1.53M - $1.85M
1.67M $384M
AMT
American Tower Corp

Real Estate
-24.9K
- 1.74%
$179.4 - $232.01 $4.48M - $5.79M
1.4M $258M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.62K
- 0.5%
$501.29 - $612.85 $1.31M - $1.6M
523K $272M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3.39K
- 3.1%
$701.85 - $1046.91 $2.38M - $3.55M
106K $75.6M
WEX
Wex Inc.

Technology
-26.5K
- 2.91%
$167.45 - $216.67 $4.44M - $5.74M
883K $155M
NXPI
Nxp Semiconductors N.V.

Technology
-4.01K
- 0.41%
$207.27 - $255.58 $830K - $1.02M
964K $200M
CNI
Canadian National Railway CO

Industrials
-9.36K
- 0.64%
$100.62 - $117.12 $942K - $1.1M
1.45M $148M
MSFT
Microsoft Corp

Technology
-14.8K
- 0.77%
$406.35 - $454.46 $6M - $6.71M
1.91M $805M
NKE
Nike, Inc.

Consumer Cyclical
-54.6K
- 6.3%
$73.36 - $89.13 $4M - $4.87M
812K $61.5M
ALGN
Align Technology Inc

Healthcare
-16K
- 7.75%
$205.03 - $245.32 $3.28M - $3.92M
190K $39.7M
ROP
Roper Technologies Inc

Industrials
-5.64K
- 2.38%
$519.85 - $575.95 $2.93M - $3.25M
232K $120M
CI
Cigna Corp

Healthcare
-31.9K
- 95.78%
$265.59 - $358.58 $8.48M - $11.4M
1.41K $388K
ASML
Asml Holding Nv

Technology
-4.98K
- 10.7%
$658.43 - $872.27 $3.28M - $4.34M
41.5K $28.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.21K
- 0.63%
$244.52 - $284.07 $540K - $628K
348K $85.8M
MRK
Merck & Co., Inc.

Healthcare
-9.22K
- 2.22%
$96.31 - $114.76 $888K - $1.06M
407K $40.4M
PEP
Pepsico Inc

Consumer Defensive
-13K
- 5.39%
$151.29 - $176.1 $1.96M - $2.29M
228K $34.6M
SBUX
Starbucks Corp

Consumer Cyclical
-6.41K
- 0.71%
$87.44 - $102.5 $561K - $657K
892K $81.3M
JNJ
Johnson & Johnson

Healthcare
-8.56K
- 2.96%
$143.34 - $165.86 $1.23M - $1.42M
281K $40.7M
CBT
Cabot Corp

Basic Materials
-239
- 0.08%
$90.64 - $117.0 $21.7K - $28K
286K $26.1M
EOG
Eog Resources Inc

Energy
-43.5K
- 2.96%
$118.22 - $136.54 $5.14M - $5.94M
1.42M $175M
UNP
Union Pacific Corp

Industrials
-1.15K
- 0.46%
$223.15 - $249.32 $256K - $285K
249K $56.9M
HD
Home Depot, Inc.

Consumer Cyclical
-880
- 0.35%
$385.02 - $431.37 $339K - $380K
254K $98.7M
XOM
Exxon Mobil Corp

Energy
-5.09K
- 1.3%
$105.51 - $125.37 $537K - $638K
387K $41.6M
FISV
Fiserv Inc

Technology
-34.3K
- 1.2%
N/A
2.83M $354M
QCOM
Qualcomm Inc

Technology
-458
- 0.18%
$150.4 - $178.04 $68.9K - $81.5K
248K $38.1M
PG
Procter & Gamble CO

Consumer Defensive
-10.8K
- 2.55%
$161.05 - $179.7 $1.74M - $1.94M
413K $69.2M
AMGN
Amgen Inc

Healthcare
-238
- 0.37%
$258.78 - $328.31 $61.6K - $78.1K
64.8K $16.9M
SYK
Stryker Corp

Healthcare
-7.05K
- 0.59%
$345.14 - $392.15 $2.43M - $2.77M
1.18M $425M
IQV
Iqvia Holdings Inc.

Healthcare
-9.75K
- 64.07%
$190.97 - $236.63 $1.86M - $2.31M
5.47K $1.07M
ABT
Abbott Laboratories

Healthcare
-6.06K
- 0.35%
$111.93 - $119.39 $678K - $723K
1.72M $195M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-1.67K
- 0.67%
$26.39 - $35.74 $44K - $59.5K
248K $6.65M
CL
Colgate Palmolive CO

Consumer Defensive
-1.6K
- 1.29%
$90.22 - $102.31 $145K - $164K
123K $11.2M
CHD
Church & Dwight CO Inc

Consumer Defensive
-16K
- 1.22%
$99.11 - $112.25 $1.58M - $1.79M
1.3M $136M
ECL
Ecolab Inc.

Basic Materials
-1.32K
- 2.45%
$234.32 - $261.43 $308K - $344K
52.4K $12.3M
KO
Coca Cola CO

Consumer Defensive
-3.88K
- 3.27%
$61.74 - $71.71 $240K - $278K
115K $7.15M
ABBV
Abb Vie Inc.

Healthcare
-1.07K
- 1.78%
$164.99 - $203.87 $177K - $218K
59K $10.5M
AMAT
Applied Materials Inc

Technology
-454
- 1.56%
$161.44 - $213.89 $73.3K - $97.1K
28.6K $4.64M
ENPH
Enphase Energy, Inc.

Technology
-7.47K
- 51.27%
$59.52 - $111.18 $445K - $831K
7.1K $487K
ZTS
Zoetis Inc.

Healthcare
-85
- 0.26%
$162.24 - $194.42 $13.8K - $16.5K
32.4K $5.28M
RTX
Raytheon Technologies Corp

Industrials
-4.17K
- 4.78%
$114.45 - $127.21 $477K - $530K
83K $9.6M
NEE
Nextera Energy Inc

Utilities
-208
- 0.37%
$69.77 - $85.43 $14.5K - $17.8K
56.7K $4.06M
CTAS
Cintas Corp

Industrials
-2
- 0.01%
$182.7 - $226.47 $365 - $453
31K $5.66M
WSO
Watsco Inc

Industrials
-126
- 0.36%
$466.57 - $568.78 $58.8K - $71.7K
34.6K $16.4M
SHW
Sherwin Williams CO

Basic Materials
-99
- 0.68%
$338.75 - $399.71 $33.5K - $39.6K
14.5K $4.92M
INTC
Intel Corp

Technology
-11.1K
- 12.9%
$19.07 - $26.23 $211K - $290K
74.7K $1.5M
BDX
Becton Dickinson & CO

Healthcare
-680
- 2.96%
$220.02 - $243.75 $150K - $166K
22.3K $5.05M
HSY
Hershey CO

Consumer Defensive
-353
- 1.94%
$168.67 - $193.65 $59.5K - $68.4K
17.9K $3.02M
UL
Unilever PLC

Consumer Defensive
-1.1K
- 2.27%
$56.7 - $64.64 $62.4K - $71.1K
47.4K $2.69M
ITW
Illinois Tool Works Inc

Industrials
-511
- 1.37%
$253.56 - $278.5 $130K - $142K
36.7K $9.3M
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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