Loring Wolcott & Coolidge Fiduciary Advisors LLP Closed Holding Positions

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
440
$61.53 - $68.21 $27.1K - $30K
JHX
James Hardie Industries PLC

Basic Materials
Q3 2021 Filed on Nov 12, 2021
247
$33.03 - $40.5 $8.16K - $10K
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
46
$14.53 - $19.58 $668 - $901
KAMN
Kaman Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
54
$34.48 - $51.09 $1.86K - $2.76K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
419
$6.87 - $7.68 $2.88K - $3.22K
L
Loews Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
156
$51.7 - $56.53 $8.07K - $8.82K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
175
$36.63 - $45.09 $6.41K - $7.89K
MCBC
Macatawa Bank Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,043
$7.5 - $8.78 $7.82K - $9.16K
MRTN
Marten Transport LTD

Industrials
Q3 2021 Filed on Nov 12, 2021
91
$14.87 - $16.81 $1.35K - $1.53K
MASI
Masimo Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
7
$249.0 - $285.24 $1.74K - $2K
Maxim Integrated Products
Q3 2021 Filed on Nov 12, 2021
37
N/A
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
61
$9.9 - $16.82 $604 - $1.03K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
32
$169.43 - $196.28 $5.42K - $6.28K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,540
$5.17 - $6.28 $13.1K - $16K
MFG
Mizuho Financial Group Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,975
$2.78 - $3.01 $8.27K - $8.95K
MOH
Molina Healthcare, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
12
$247.54 - $287.64 $2.97K - $3.45K
NNN
National Retail Properties, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
51
$43.19 - $49.75 $2.2K - $2.54K
NWG
Nat West Group PLC

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,437
$5.23 - $6.14 $7.52K - $8.82K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
13
$250.15 - $302.97 $3.25K - $3.94K
IX
Orix Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
100
$82.37 - $99.65 $8.24K - $9.97K
PNM
Pnm Resources Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
37
$47.55 - $49.83 $1.76K - $1.84K
PGRE
Paramount Group, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
541
$8.53 - $10.28 $4.61K - $5.56K
PSO
Pearson PLC

Communication Services
Q3 2021 Filed on Nov 12, 2021
171
$9.63 - $12.16 $1.65K - $2.08K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
70
$83.84 - $98.0 $5.87K - $6.86K
PUK
Prudential PLC

Financial Services
Q3 2021 Filed on Nov 12, 2021
235
$34.64 - $42.81 $8.14K - $10.1K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
19
$140.17 - $159.99 $2.66K - $3.04K
REX
Rex American Resources Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
19
$73.7 - $90.71 $1.4K - $1.72K
RNG
Ring Central, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
6
$212.13 - $303.93 $1.27K - $1.82K
SAIA
Saia Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
8
$193.22 - $254.14 $1.55K - $2.03K
WTTR
Select Energy Services, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
219
$4.97 - $6.29 $1.09K - $1.38K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
23
$104.83 - $114.97 $2.41K - $2.64K
SR
Spire Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
120
$60.85 - $73.65 $7.3K - $8.84K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
77
$24.41 - $26.42 $1.88K - $2.03K
SF
Stifel Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
31
$61.25 - $70.78 $1.9K - $2.19K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,534
$6.6 - $7.48 $10.1K - $11.5K
INN
Summit Hotel Properties, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
376
$8.44 - $9.95 $3.17K - $3.74K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
217
$22.94 - $28.65 $4.98K - $6.22K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
44
$37.64 - $49.59 $1.66K - $2.18K
TS
Tenaris Sa

Energy
Q3 2021 Filed on Nov 12, 2021
403
$18.98 - $22.14 $7.65K - $8.92K
BLD
Top Build Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
8
$183.35 - $227.57 $1.47K - $1.82K
TRN
Trinity Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
51
$25.06 - $29.85 $1.28K - $1.52K
Triple S Management Corporation
Q3 2021 Filed on Nov 12, 2021
22
N/A
UDR
Udr, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
103
$49.59 - $55.59 $5.11K - $5.73K
UFPI
Ufp Industries Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
38
$67.92 - $78.17 $2.58K - $2.97K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2021 Filed on Nov 12, 2021
1,404
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q3 2021 Filed on Nov 12, 2021
602
$54.77 - $55.59 $33K - $33.5K
VIACA
Paramount Global

Communication Services
Q3 2021 Filed on Nov 12, 2021
44
$41.15 - $46.9 $1.81K - $2.06K
WBS
Webster Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
37
$46.01 - $54.61 $1.7K - $2.02K
WSR
Whitestone Reit

Real Estate
Q3 2021 Filed on Nov 12, 2021
288
$7.69 - $10.23 $2.21K - $2.95K
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