$10.1 Billion is the total value of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's 862 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 2.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EL | ESTEE LAUDER COMPANIES | $9,145,000 | -5.7% | 30,492 | 0.0% | 0.09% | -7.1% | |
| ABMD | ABIOMED INC | $5,368,000 | +4.3% | 16,490 | 0.0% | 0.05% | +1.9% | |
| BRKA | BERKSHIRE HATHAWAY INC | $2,468,000 | -1.8% | 6 | 0.0% | 0.02% | -4.0% | |
| SE | SEA LTD | $2,283,000 | +16.1% | 7,164 | 0.0% | 0.02% | +15.0% | |
| CMI | CUMMINS INC | $2,180,000 | -7.9% | 9,707 | 0.0% | 0.02% | -8.3% | |
| IWD | ISHARESequity mutual f | $2,081,000 | -1.3% | 13,299 | 0.0% | 0.02% | 0.0% | |
| HSY | THE HERSHEY COMPANY | $1,648,000 | -2.8% | 9,736 | 0.0% | 0.02% | -5.9% | |
| INFO | IHS MARKIT LTD SHSforeign stock | $1,605,000 | +3.5% | 13,765 | 0.0% | 0.02% | 0.0% | |
| VMI | VALMONT INDUSTRIES INC | $1,604,000 | -0.4% | 6,820 | 0.0% | 0.02% | 0.0% | |
| CCMP | CMC MATERIALS INC | $1,461,000 | -18.2% | 11,856 | 0.0% | 0.01% | -22.2% | |
| SHOP | SHOPIFY INC | $1,049,000 | -7.3% | 774 | 0.0% | 0.01% | -9.1% | |
| TKR | TIMKEN CO | $1,047,000 | -18.8% | 16,000 | 0.0% | 0.01% | -23.1% | |
| MCO | MOODYS CORP | $933,000 | -2.0% | 2,627 | 0.0% | 0.01% | -10.0% | |
| KSU | KANSAS CITY SOUTHERN CORP | $890,000 | -4.4% | 3,287 | 0.0% | 0.01% | 0.0% | |
| IVE | ISHARESequity mutual f | $940,000 | -1.5% | 6,463 | 0.0% | 0.01% | -10.0% | |
| LIND | LINDBLAD EXPEDITIONS HOLDINGS | $875,000 | -8.9% | 59,990 | 0.0% | 0.01% | -10.0% | |
| WPC | W P CAREY INC | $730,000 | -2.1% | 10,000 | 0.0% | 0.01% | -12.5% | |
| BCPC | BALCHEM CORP | $688,000 | +10.6% | 4,740 | 0.0% | 0.01% | +16.7% | |
| BYND | BEYOND MEAT | $584,000 | -33.1% | 5,546 | 0.0% | 0.01% | -33.3% | |
| KMB | KIMBERLY-CLARK CORP | $634,000 | -1.1% | 4,789 | 0.0% | 0.01% | 0.0% | |
| IJR | ISHARESequity mutual f | $579,000 | -3.3% | 5,302 | 0.0% | 0.01% | 0.0% | |
| ESGV | VANGUARDequity mutual f | $556,000 | 0.0% | 6,950 | 0.0% | 0.01% | 0.0% | |
| TWLO | TWILIO INC | $635,000 | -19.0% | 1,990 | 0.0% | 0.01% | -25.0% | |
| WM | WASTE MANAGEMENT INC | $575,000 | +6.7% | 3,849 | 0.0% | 0.01% | +20.0% | |
| ABM | ABM INDUSTRIES INC | $580,000 | +1.6% | 12,880 | 0.0% | 0.01% | 0.0% | |
| FANG | DIAMONDBACK | $634,000 | +0.8% | 6,700 | 0.0% | 0.01% | 0.0% | |
| DCI | DONALDSON CO INC | $547,000 | -9.7% | 9,533 | 0.0% | 0.01% | -16.7% | |
| XLK | SPDRequity mutual f | $493,000 | +1.2% | 3,300 | 0.0% | 0.01% | 0.0% | |
| VEU | VANGUARDequity mutual f | $507,000 | -4.0% | 8,325 | 0.0% | 0.01% | 0.0% | |
| PSA | PUBLIC STORAGE INC | $470,000 | -1.3% | 1,583 | 0.0% | 0.01% | 0.0% | |
| TEL | TE CONNECTIVITY LTDforeign stock | $486,000 | +1.5% | 3,539 | 0.0% | 0.01% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP | $357,000 | -1.4% | 4,740 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NATURAL RESOURCES CO | $410,000 | +2.5% | 2,460 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WATER WORKS CO INC | $360,000 | +9.8% | 2,128 | 0.0% | 0.00% | +33.3% | |
| IJJ | ISHARESequity mutual f | $412,000 | -2.1% | 4,000 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $359,000 | -14.1% | 2,181 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $426,000 | -0.7% | 5,828 | 0.0% | 0.00% | 0.0% | |
| IJH | ISHARESequity mutual f | $375,000 | -2.1% | 1,427 | 0.0% | 0.00% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $372,000 | -1.1% | 1,034 | 0.0% | 0.00% | 0.0% | |
| MNRO | MONRO MUFFLER & BRAKE INC | $359,000 | -9.6% | 6,250 | 0.0% | 0.00% | 0.0% | |
| GLD | SPDR GOLD TRUSTequity mutual f | $440,000 | -0.7% | 2,677 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $291,000 | +9.0% | 1,437 | 0.0% | 0.00% | 0.0% | |
| SNPS | SYNOPSYS INC | $268,000 | +8.5% | 895 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $337,000 | +5.6% | 1,009 | 0.0% | 0.00% | 0.0% | |
| FSLR | FIRST SOLAR INC | $312,000 | +5.4% | 3,265 | 0.0% | 0.00% | 0.0% | |
| VB | VANGUARDequity mutual f | $298,000 | -3.2% | 1,365 | 0.0% | 0.00% | 0.0% | |
| BTI | BRITISH AMERICAN TOBACCOforeign stock | $350,000 | -10.3% | 9,925 | 0.0% | 0.00% | -25.0% | |
| YUM | YUM! BRANDS | $327,000 | +6.2% | 2,675 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CONTROLS INTERNATIONALforeign stock | $262,000 | -0.8% | 3,848 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU.COM SPON ADRforeign stock | $302,000 | -24.7% | 1,965 | 0.0% | 0.00% | -25.0% | |
| BP | BP PLC SPONSORED ADRforeign stock | $263,000 | +3.5% | 9,630 | 0.0% | 0.00% | 0.0% | |
| IQI | INVESCObond mutual fun | $330,000 | -2.4% | 25,000 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARESequity mutual f | $256,000 | -1.5% | 2,259 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARESequity mutual f | $319,000 | -0.9% | 3,000 | 0.0% | 0.00% | 0.0% | |
| VNLA | JANUS HENDERSON SHORT DURATIONbond mutual fun | $299,000 | 0.0% | 5,962 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $329,000 | -0.6% | 1,907 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $306,000 | +29.1% | 638 | 0.0% | 0.00% | +50.0% | |
| AEM | AGNICO EAGLE MINES LTDforeign stock | $254,000 | -14.2% | 4,900 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATIONAL BANCORP | $288,000 | -3.7% | 16,966 | 0.0% | 0.00% | 0.0% | |
| AVLR | AVALARA INC | $350,000 | +8.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| DBJP | XTRACKERSequity mutual f | $258,000 | +4.0% | 5,105 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $174,000 | +1.2% | 2,400 | 0.0% | 0.00% | 0.0% | |
| DGRW | WISDOM TREEequity mutual f | $153,000 | -1.3% | 2,596 | 0.0% | 0.00% | 0.0% | |
| AUB | ATLANTIC UNION BANKSHARES CORP | $239,000 | +2.1% | 6,473 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP CL A | $247,000 | -16.3% | 3,274 | 0.0% | 0.00% | -33.3% | |
| REXR | REXFORD INDUSTRIAL RLTY INC | $204,000 | 0.0% | 3,586 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTAL FINA ELF S A ADRforeign stock | $222,000 | +6.2% | 4,625 | 0.0% | 0.00% | 0.0% | |
| CP | CANADIAN PACIFIC RAILWAY LTDforeign stock | $187,000 | -15.4% | 2,868 | 0.0% | 0.00% | 0.0% | |
| NTES | NETEASE INC SPONSORED ADRforeign stock | $213,000 | -25.8% | 2,490 | 0.0% | 0.00% | -33.3% | |
| QRVO | QORVO INC | $243,000 | -14.4% | 1,452 | 0.0% | 0.00% | -33.3% | |
| IWP | ISHARESequity mutual f | $247,000 | -0.8% | 2,200 | 0.0% | 0.00% | -33.3% | |
| CAT | CATERPILLAR INC | $180,000 | -11.8% | 936 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARESequity mutual f | $185,000 | -0.5% | 725 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARDequity mutual f | $204,000 | -1.9% | 1,510 | 0.0% | 0.00% | 0.0% | |
| KNSL | KINSALE CAP GROUP | $194,000 | -2.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| ASGN | ASGN INC | $216,000 | +16.8% | 1,907 | 0.0% | 0.00% | 0.0% | |
| LKQ | LKQ CORP | $184,000 | +2.2% | 3,649 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $203,000 | +2.0% | 921 | 0.0% | 0.00% | 0.0% | |
| LAMR | LAMAR ADVERTISING CO | $247,000 | +8.8% | 2,175 | 0.0% | 0.00% | 0.0% | |
| LENB | LENNAR | $170,000 | -5.0% | 2,195 | 0.0% | 0.00% | 0.0% | |
| BSM | BLACK STONE MINERALS LP | $181,000 | +12.4% | 15,000 | 0.0% | 0.00% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $226,000 | +7.1% | 3,041 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK (H & R) INC | $201,000 | +6.3% | 8,044 | 0.0% | 0.00% | 0.0% | |
| VEA | VANGUARDequity mutual f | $177,000 | -1.7% | 3,498 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATERIALS INC | $212,000 | -9.8% | 1,650 | 0.0% | 0.00% | 0.0% | |
| MGY | MAGNOLIA OIL & GAS CORP | $178,000 | +14.1% | 10,000 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $184,000 | +2.2% | 2,970 | 0.0% | 0.00% | 0.0% | |
| SQ | SQUARE INC | $214,000 | -1.8% | 893 | 0.0% | 0.00% | 0.0% | |
| FSK | FS KKR CAP CORP COMpartnerships | $220,000 | +2.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| UBCP | UNITED BANCORP INC | $222,000 | 0.0% | 15,536 | 0.0% | 0.00% | 0.0% | |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $214,000 | -11.2% | 2,246 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $169,000 | +1.8% | 2,070 | 0.0% | 0.00% | 0.0% | |
| MDB | MONGODB INC | $198,000 | +31.1% | 419 | 0.0% | 0.00% | 0.0% | |
| BRKL | BROOKLINE BANCORP INC | $183,000 | +2.2% | 11,979 | 0.0% | 0.00% | 0.0% | |
| EML | EASTERN CO | $176,000 | -17.0% | 7,000 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC | $240,000 | -0.8% | 3,441 | 0.0% | 0.00% | 0.0% | |
| BAM | BROOKFIELD ASSET MANAGEMENTforeign stock | $203,000 | +4.6% | 3,799 | 0.0% | 0.00% | 0.0% | |
| HAS | HASBRO INC | $177,000 | -5.3% | 1,982 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINANCIAL INC | $63,000 | +3.3% | 600 | 0.0% | 0.00% | 0.0% | |
| DBEU | XTRACKERSequity mutual f | $123,000 | 0.0% | 3,600 | 0.0% | 0.00% | 0.0% | |
| TMST | TIMKENSTEEL CORP | $105,000 | -7.1% | 8,000 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $69,000 | -4.2% | 1,931 | 0.0% | 0.00% | 0.0% | |
| CERN | CERNER CORP | $84,000 | -9.7% | 1,185 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL RUBBERMAID INC | $88,000 | -20.0% | 3,989 | 0.0% | 0.00% | 0.0% | |
| VSTM | VERASTEM INC | $54,000 | -23.9% | 17,390 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEWforeign stock | $104,000 | -13.3% | 5,000 | 0.0% | 0.00% | 0.0% | |
| NTNX | NUTANIX INC | $60,000 | -1.6% | 1,600 | 0.0% | 0.00% | 0.0% | |
| WTRG | ESSENTIAL UTILITIES INC | $108,000 | +0.9% | 2,342 | 0.0% | 0.00% | 0.0% | |
| OZK | BANK OZK | $78,000 | +1.3% | 1,822 | 0.0% | 0.00% | 0.0% | |
| DBD | DIEBOLD INC | $66,000 | -20.5% | 6,500 | 0.0% | 0.00% | 0.0% | |
| FXNC | FIRST NATL CORP | $86,000 | +14.7% | 3,750 | 0.0% | 0.00% | 0.0% | |
| DKS | DICKS SPORTING GOODS INC | $104,000 | +19.5% | 870 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $139,000 | -10.3% | 3,101 | 0.0% | 0.00% | -50.0% | |
| ORA | ORMAT TECHNOLOGIES INC | $72,000 | -4.0% | 1,075 | 0.0% | 0.00% | 0.0% | |
| PCI | PIMCOequity mutual f | $146,000 | -5.2% | 6,900 | 0.0% | 0.00% | -50.0% | |
| VSS | VANGUARDequity mutual f | $94,000 | -2.1% | 705 | 0.0% | 0.00% | 0.0% | |
| BFA | BROWN FORMAN CORP | $112,000 | -11.8% | 1,795 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCE MICRO DEVICES | $68,000 | +9.7% | 658 | 0.0% | 0.00% | 0.0% | |
| MYN | BLACKROCKbond mutual fun | $59,000 | -3.3% | 4,311 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP OF AMERICA HLDGS | $70,000 | +1.4% | 250 | 0.0% | 0.00% | 0.0% | |
| COKE | COCA COLA BOTTLING | $123,000 | -1.6% | 312 | 0.0% | 0.00% | 0.0% | |
| SHM | SPDRbond mutual fun | $148,000 | -0.7% | 3,000 | 0.0% | 0.00% | -50.0% | |
| PSXP | PHILLIPS 66 PARTNERS LP | $72,000 | -8.9% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TRV | THE TRAVELERS COMPANIES | $106,000 | +1.0% | 700 | 0.0% | 0.00% | 0.0% | |
| LSXMA | LIBERTY MEDIA CORPORATION | $144,000 | +1.4% | 3,050 | 0.0% | 0.00% | 0.0% | |
| PKI | PERKINELMER INC | $56,000 | +12.0% | 326 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL LEISURE CO | $83,000 | -7.8% | 1,520 | 0.0% | 0.00% | 0.0% | |
| THG | HANOVER INSURANCE GROUP | $58,000 | -4.9% | 450 | 0.0% | 0.00% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $108,000 | -8.5% | 313 | 0.0% | 0.00% | 0.0% | |
| GL | GLOBE LIFE INC | $67,000 | -5.6% | 750 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $97,000 | +1.0% | 5,573 | 0.0% | 0.00% | 0.0% | |
| CDK | CDK GLOBAL INC | $95,000 | -13.6% | 2,223 | 0.0% | 0.00% | 0.0% | |
| MOS | MOSAIC CO | $107,000 | +11.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
| SEIC | SEI CORP | $53,000 | -5.4% | 900 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORPforeign stock | $84,000 | -1.2% | 2,666 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $99,000 | +4.2% | 543 | 0.0% | 0.00% | 0.0% | |
| XLE | SPDRequity mutual f | $78,000 | -3.7% | 1,500 | 0.0% | 0.00% | 0.0% | |
| DSX | DIANA SHIPPING INC | $90,000 | +9.8% | 15,760 | 0.0% | 0.00% | 0.0% | |
| SBR | SABINE ROYALTY TRUST | $62,000 | +6.9% | 1,437 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PARTNERS LP | $142,000 | -6.6% | 3,105 | 0.0% | 0.00% | -50.0% | |
| COG | CATERRA ENERGY INC | $117,000 | +24.5% | 5,385 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER | $142,000 | +2.9% | 4,000 | 0.0% | 0.00% | 0.0% | |
| CREE | CREE INC | $64,000 | -17.9% | 795 | 0.0% | 0.00% | 0.0% | |
| XLF | SPDRequity mutual f | $122,000 | +2.5% | 3,255 | 0.0% | 0.00% | 0.0% | |
| W | WAYFAIR INC CL A | $128,000 | -19.0% | 500 | 0.0% | 0.00% | -50.0% | |
| DELL | DELL TECHNOLOGIES INC | $77,000 | +4.1% | 738 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA ENERGY | $51,000 | -3.8% | 400 | 0.0% | 0.00% | 0.0% | |
| RRC | RANGE RES CORP | $106,000 | +35.9% | 4,680 | 0.0% | 0.00% | 0.0% | |
| CAR | AVIS BUDGET GROUP INC | $52,000 | +48.6% | 450 | 0.0% | 0.00% | – | |
| VTN | INVESCObond mutual fun | $58,000 | -3.3% | 4,317 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $121,000 | -1.6% | 8,800 | 0.0% | 0.00% | 0.0% | |
| IRBT | IROBOT CORP | $55,000 | -15.4% | 700 | 0.0% | 0.00% | 0.0% | |
| PEO | ADAMS NATURAL RESOURCES FUND INCequity mutual f | $120,000 | -3.2% | 7,648 | 0.0% | 0.00% | 0.0% | |
| WASH | WASHINGTON TR BANCORP INC | $58,000 | +3.6% | 1,089 | 0.0% | 0.00% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $91,000 | +8.3% | 3,093 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $125,000 | +3.3% | 2,072 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $130,000 | -6.5% | 21,265 | 0.0% | 0.00% | 0.0% | |
| VNO | VORNADO REALTY TRUST | $88,000 | -10.2% | 2,099 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER HOLDINGS INC | $95,000 | -8.7% | 648 | 0.0% | 0.00% | 0.0% | |
| TRP | TC ENERGY CORPORATIONforeign stock | $118,000 | -3.3% | 2,455 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARESequity mutual f | $83,000 | -1.2% | 1,061 | 0.0% | 0.00% | 0.0% | |
| PAGS | PAGSEGURO DIGITAL LTDforeign stock | $52,000 | -7.1% | 1,005 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARESequity mutual f | $140,000 | -1.4% | 868 | 0.0% | 0.00% | 0.0% | |
| ATNI | ATN INTERNATIONAL INC | $12,000 | +9.1% | 250 | 0.0% | 0.00% | – | |
| AZZ | AZZ INC | $10,000 | 0.0% | 187 | 0.0% | 0.00% | – | |
| ACIW | ACI WORLDWIDE INC | $6,000 | -25.0% | 209 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $10,000 | -16.7% | 124 | 0.0% | 0.00% | – | |
| AAP | ADVANCED AUTO PARTS INC | $6,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| AVAV | AEROVIRONMENT INC | $43,000 | -14.0% | 500 | 0.0% | 0.00% | -100.0% | |
| AKAM | AKAMAI TECHNOLOGIES | $26,000 | -10.3% | 250 | 0.0% | 0.00% | – | |
| AIN | ALBANY INTL CORP | $7,000 | -12.5% | 86 | 0.0% | 0.00% | – | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $18,000 | 0.0% | 175 | 0.0% | 0.00% | – | |
| AYX | ALTERYX INC | $37,000 | -14.0% | 500 | 0.0% | 0.00% | – | |
| ABCB | AMERIS BANCORP | $17,000 | +6.2% | 319 | 0.0% | 0.00% | – | |
| AME | AMETEK INC NEW | $37,000 | -7.5% | 300 | 0.0% | 0.00% | – | |
| ANSS | ANSYS INC | $16,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| APOG | APOGEE ENTERPRISES INC | $9,000 | 0.0% | 229 | 0.0% | 0.00% | – | |
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES | $9,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| ARW | ARROW ELECTRONICS INC | $7,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INCforeign stock | $0 | – | 21 | 0.0% | 0.00% | – | |
| AXON | AXON ENTERPRISE INC | $4,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER CENforeign stock | $1,000 | -50.0% | 400 | 0.0% | 0.00% | – | |
| BNS | BANK OF NOVA SCOTIAforeign stock | $49,000 | -5.8% | 800 | 0.0% | 0.00% | -100.0% | |
| BANR | BANNER CORPORATIONS | $9,000 | 0.0% | 170 | 0.0% | 0.00% | – | |
| BGNE | BEIGENE LTD SPONSORED ADRforeign stock | $3,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| BIGZ | BLACKROCKequity mutual f | $9,000 | -10.0% | 480 | 0.0% | 0.00% | – | |
| BLUE | BLUEBIRD BIO INC | $7,000 | -41.7% | 375 | 0.0% | 0.00% | – | |
| BPMC | BLUEPRINT MEDICINES CORP | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| BCO | BRINKS COMPANY | $8,000 | -20.0% | 125 | 0.0% | 0.00% | – | |
| BC | BRUNSWICK CORP | $34,000 | -2.9% | 354 | 0.0% | 0.00% | – | |
| CBOE | CBOE GLOBAL MARKETS INC | $12,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEMS INC | $6,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| CATC | CAMBRIDGE BANCORP | $42,000 | +5.0% | 480 | 0.0% | 0.00% | – | |
| CAJ | CANON INCforeign stock | $10,000 | +11.1% | 393 | 0.0% | 0.00% | – | |
| CSL | CARLISLE COS INC | $26,000 | +4.0% | 130 | 0.0% | 0.00% | – | |
| SAVA | CASSAVA SCIENCES INC | $6,000 | -25.0% | 95 | 0.0% | 0.00% | – | |
| CPF | CENTRAL PACIFIC FINANCIAL CORP | $15,000 | 0.0% | 568 | 0.0% | 0.00% | – | |
| CDAY | CERIDIAN HCM HOLDING INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC CLASS A | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| CLX | CLOROX CO | $7,000 | -12.5% | 45 | 0.0% | 0.00% | – | |
| CLDR | CLOUDERA INC | $1,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| CGNX | COGNEX CORP | $10,000 | 0.0% | 121 | 0.0% | 0.00% | – | |
| COIN | COINBASE | $8,000 | -11.1% | 35 | 0.0% | 0.00% | – | |
| CFX | COLFAX CORP | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| COLM | COLUMBIA SPORTSWEAR COMPANY | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| FIX | COMFORT SYSTEMS USA INC | $10,000 | -9.1% | 143 | 0.0% | 0.00% | – | |
| CPRT | COPART INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| COUP | COUPA SOFTWARE INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| CVET | COVETRUS INC | $18,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
| CRWD | CROWDSTRIKE HOLDINGS INC CLASS A | $6,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $2,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| DKNG | DRAFTKINGS INC CL A | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| DBX | DROPBOX | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| DT | DYNATRACE INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| EFR | EATON VANCEbond mutual fun | $29,000 | +3.6% | 2,000 | 0.0% | 0.00% | – | |
| EIX | EDISON INTERNATIONAL | $11,000 | -8.3% | 200 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC | $1,000 | -50.0% | 29 | 0.0% | 0.00% | – | |
| ELAN | ELANCO ANIMAL HEALTH INC | $17,000 | -10.5% | 536 | 0.0% | 0.00% | – | |
| ENS | ENERSYS | $6,000 | -25.0% | 83 | 0.0% | 0.00% | – | |
| ENPH | ENPHASE ENERGY | $36,000 | -18.2% | 238 | 0.0% | 0.00% | – | |
| ENTG | ENTEGRIS INC | $27,000 | 0.0% | 216 | 0.0% | 0.00% | – | |
| ETR | ENTERGY CORP (NEW) | $50,000 | 0.0% | 502 | 0.0% | 0.00% | -100.0% | |
| EPAM | EPAM SYSTEMS INC | $46,000 | +12.2% | 80 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $6,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| EXAS | EXACT SCIENCES CORP | $4,000 | -33.3% | 45 | 0.0% | 0.00% | – | |
| FTCH | FARFETCH | $0 | – | 2 | 0.0% | 0.00% | – | |
| FREL | FIDELITYequity mutual f | $8,000 | 0.0% | 252 | 0.0% | 0.00% | – | |
| FEYE | FIREEYE INC | $1,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| FLR | FLUOR CORP | $2,000 | -33.3% | 156 | 0.0% | 0.00% | – | |
| FORR | FORRESTER RESEARCH INC | $8,000 | +14.3% | 157 | 0.0% | 0.00% | – | |
| FBRX | FORTE BIOSCIENCES INC | $0 | -100.0% | 193 | 0.0% | 0.00% | – | |
| FUL | HB FULLER COMPANY | $11,000 | +10.0% | 163 | 0.0% | 0.00% | – | |
| GME | GAMESTOP CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| THRM | GENTHERM INCORPORATED | $3,000 | +50.0% | 32 | 0.0% | 0.00% | – | |
| HWC | HANCOCK WHITNEY CORPORATION | $15,000 | +7.1% | 320 | 0.0% | 0.00% | – | |
| HAFC | HANMI FINANCIAL CORPORATION | $12,000 | +9.1% | 591 | 0.0% | 0.00% | – | |
| HEI | HEICO CORPORATION CLASS A | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| HEIA | HEICO CORPORATION CLASS A | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| HXL | HEXCEL CORP NEW | $35,000 | -5.4% | 596 | 0.0% | 0.00% | – | |
| HRC | HILL ROM HOLDINGS INC | $31,000 | +34.8% | 204 | 0.0% | 0.00% | – | |
| HI | HILLENBRAND INC | $12,000 | -7.7% | 291 | 0.0% | 0.00% | – | |
| HOMB | HOME BANCSHARES | $8,000 | -11.1% | 357 | 0.0% | 0.00% | – | |
| HUBB | HUBBELL INC | $22,000 | -4.3% | 123 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC | $8,000 | +14.3% | 12 | 0.0% | 0.00% | – | |
| IAC | IAC/INTERACTIVECORP | $5,000 | -16.7% | 41 | 0.0% | 0.00% | – | |
| IAA | IAA INC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP | $4,000 | +33.3% | 106 | 0.0% | 0.00% | – | |
| PHO | INVESCOequity mutual f | $20,000 | +5.3% | 360 | 0.0% | 0.00% | – | |
| ISBC | INVESTORS BANCORP | $10,000 | +11.1% | 665 | 0.0% | 0.00% | – | |
| DVYE | ISHARESequity mutual f | $4,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| DVY | ISHARESequity mutual f | $38,000 | -2.6% | 334 | 0.0% | 0.00% | – | |
| AAXJ | ISHARESequity mutual f | $23,000 | -8.0% | 267 | 0.0% | 0.00% | – | |
| SHV | ISHARESbond mutual fun | $6,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| REET | ISHARESequity mutual f | $17,000 | 0.0% | 605 | 0.0% | 0.00% | – | |
| AMJ | JP MORGAN CHASE & CObond mutual fun | $5,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| JD | JD.COM INCforeign stock | $18,000 | -10.0% | 250 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC | $6,000 | 0.0% | 227 | 0.0% | 0.00% | – | |
| KLAC | KLA CORPORATION | $9,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| KAI | KADANT INC | $27,000 | +17.4% | 130 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $47,000 | -2.1% | 743 | 0.0% | 0.00% | – | |
| LRCX | LAM RESEARCH CORP | $11,000 | -15.4% | 20 | 0.0% | 0.00% | – | |
| TREE | LENDINGTREE INC | $5,000 | -37.5% | 38 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP | $43,000 | 0.0% | 258 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORPORATION | $26,000 | +8.3% | 498 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORPORATION | $12,000 | +20.0% | 246 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC CL A | $15,000 | -11.8% | 287 | 0.0% | 0.00% | – | |
| MGNX | MACROGENICS INC | $4,000 | -33.3% | 213 | 0.0% | 0.00% | – | |
| MANH | MANHATTAN ASSOCIATES INC | $32,000 | +6.7% | 210 | 0.0% | 0.00% | – | |
| MFC | MANULIFE FINANCIAL CORPforeign stock | $9,000 | 0.0% | 480 | 0.0% | 0.00% | – | |
| MTRN | MATERION CORP | $31,000 | -8.8% | 457 | 0.0% | 0.00% | – | |
| MATW | MATTHEWS INTERNATIONAL CORP | $10,000 | 0.0% | 282 | 0.0% | 0.00% | – | |
| MMS | MAXIMUS INC | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| MU | MICRON TECHNOLOGY | $11,000 | -15.4% | 158 | 0.0% | 0.00% | – | |
| MSBI | MIDLAND STS BANCORP | $12,000 | -7.7% | 496 | 0.0% | 0.00% | – | |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| MORN | MORNINGSTAR INC | $12,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| NTRA | NATERA INC | $13,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| NTAP | NETAPP INC | $8,000 | +14.3% | 88 | 0.0% | 0.00% | – | |
| NICE | NICE LTD SPONSORED ADRforeign stock | $3,000 | +50.0% | 9 | 0.0% | 0.00% | – | |
| NAK | NORTHERN DYNASTY | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| NUAN | NUANCE COMMUNICATIONS INC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| JRO | NUVEENbond mutual fun | $0 | – | 14 | 0.0% | 0.00% | – | |
| OKTA | OKTA INC | $19,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
| ON | ON SEMICONDUCTOR CORP | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| PPBI | PACIFIC PREMIER BANCORP INC | $12,000 | 0.0% | 287 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HOLDING CORP | $3,000 | +50.0% | 11 | 0.0% | 0.00% | – | |
| PENN | PENN NATIONAL GAMING INC | $10,000 | 0.0% | 137 | 0.0% | 0.00% | – | |
| PNW | PINNACLE WEST CAPITAL CORP | $41,000 | -10.9% | 567 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INC CLASS A | $2,000 | -33.3% | 38 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWERforeign stock | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| POR | PORTLAND GENERAL ELECTRIC CO | $36,000 | +2.9% | 768 | 0.0% | 0.00% | – | |
| POWI | POWER INTEGRATIONS INC | $11,000 | +10.0% | 116 | 0.0% | 0.00% | – | |
| PCYO | PURE CYCLE CORP | $9,000 | -10.0% | 699 | 0.0% | 0.00% | – | |
| RH | RH | $13,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| RDUS | RADIUS HEALTH INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| RPD | RAPID7 INC | $10,000 | +25.0% | 88 | 0.0% | 0.00% | – | |
| RAVN | RAVEN INDUSTRIES INC | $16,000 | 0.0% | 279 | 0.0% | 0.00% | – | |
| RSG | REPUBLIC SERVICES INC | $5,000 | +25.0% | 38 | 0.0% | 0.00% | – | |
| RIGL | RIGEL PHARMACEUTICALS INC | $0 | – | 27 | 0.0% | 0.00% | – | |
| SPSC | SPS COMMERCE INC | $14,000 | +75.0% | 84 | 0.0% | 0.00% | – | |
| EBND | SPDRbond mutual fun | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| SSNC | SS&C TECH HOLDINGS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| SABR | SABRE CORP | $13,000 | -7.1% | 1,100 | 0.0% | 0.00% | – | |
| SAGE | SAGE THERAPEUTICS INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – | |
| SASR | SANDY SPRING BANCORP INC | $15,000 | 0.0% | 331 | 0.0% | 0.00% | – | |
| XLY | SPDRequity mutual f | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| SHAK | SHAKE SHACK INC | $1,000 | -50.0% | 15 | 0.0% | 0.00% | – | |
| SQM | SOCIEDADforeign stock | $21,000 | +10.5% | 400 | 0.0% | 0.00% | – | |
| SOHU | SOHU COM LTD | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| STM | STMICROELECTRONICS NV | $6,000 | +20.0% | 142 | 0.0% | 0.00% | – | |
| TMUS | T-MOBILE US INC | $15,000 | -11.8% | 118 | 0.0% | 0.00% | – | |
| TTMI | TTM TECHNOLOGIES | $44,000 | -12.0% | 3,500 | 0.0% | 0.00% | -100.0% | |
| TGNA | TEGNA INC | $10,000 | +11.1% | 500 | 0.0% | 0.00% | – | |
| TME | TENCENT MUSIC | $4,000 | -50.0% | 500 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| DDD | 3-D SYSTEMS CORP | $9,000 | -30.8% | 322 | 0.0% | 0.00% | – | |
| TMP | TOMPKINS FINANCIAL CORPORATION | $20,000 | +5.3% | 250 | 0.0% | 0.00% | – | |
| TD | TORONTO-DOMINION BANKforeign stock | $47,000 | -6.0% | 718 | 0.0% | 0.00% | -100.0% | |
| TTP | TORTOISEequity mutual f | $5,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| TBI | TRUEBLUE INC | $10,000 | -9.1% | 384 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $4,000 | -20.0% | 69 | 0.0% | 0.00% | – | |
| IIVI | II-VI INCORPORATED | $1,000 | -50.0% | 24 | 0.0% | 0.00% | – | |
| UGI | UGI CORP NEW | $47,000 | -7.8% | 1,102 | 0.0% | 0.00% | -100.0% | |
| UAA | UNDER ARMOUR INC | $3,000 | 0.0% | 128 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC | $2,000 | -33.3% | 140 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $5,000 | +25.0% | 397 | 0.0% | 0.00% | – | |
| VNQI | VANGUARDequity mutual f | $12,000 | 0.0% | 205 | 0.0% | 0.00% | – | |
| VOX | VANGUARDequity mutual f | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| VCIT | VANGUARDequity mutual f | $19,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| VRNS | VARONIS SYSTEMS INC | $10,000 | +11.1% | 162 | 0.0% | 0.00% | – | |
| VTR | VENTAS INC | $28,000 | -3.4% | 500 | 0.0% | 0.00% | – | |
| VOO | VANGUARDequity mutual f | $35,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
| VUG | VANGUARDequity mutual f | $29,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| VRNT | VERINT SYSTEMS INC | $6,000 | 0.0% | 137 | 0.0% | 0.00% | – | |
| VMEO | VIMEO INC | $2,000 | -33.3% | 65 | 0.0% | 0.00% | – | |
| WPP | WPP PLC NEW ADRforeign stock | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| WEC | WEC ENERGY GROUP INC | $4,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| WNC | WABASH NATIONAL CORPORATION | $8,000 | 0.0% | 517 | 0.0% | 0.00% | – | |
| WAT | WATERS CORP | $5,000 | +25.0% | 13 | 0.0% | 0.00% | – | |
| WTS | WATTS WATER TECHNOLOGIES INC | $14,000 | +16.7% | 84 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $20,000 | -9.1% | 100 | 0.0% | 0.00% | – | |
| XPO | XPO LOGISTICS INC | $2,000 | -33.3% | 22 | 0.0% | 0.00% | – | |
| ZION | ZIONS BANCORP | $28,000 | +16.7% | 460 | 0.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONS-A | $48,000 | -32.4% | 183 | 0.0% | 0.00% | -100.0% | |
| HZNP | HORIZON THERAPEUTICS PUBLICforeign stock | $6,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLC | $31,000 | +10.7% | 1,029 | 0.0% | 0.00% | – | |
| RNR | RENAISSANCERE HOLDINGS LTD | $21,000 | -4.5% | 150 | 0.0% | 0.00% | – | |
| SIG | SIGNET JEWELERS LIMITED | $23,000 | -4.2% | 295 | 0.0% | 0.00% | – | |
| TPGY | TPG PACE BENEFICIAL FIN CL A | $2,000 | 0.0% | 155 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| LILA | LIBERTY LATIN AMERICA | $28,000 | -6.7% | 2,168 | 0.0% | 0.00% | – | |
| LILAK | LIBERTY LATIN AMERICA | $16,000 | -11.1% | 1,256 | 0.0% | 0.00% | – | |
| CRSP | CRISPR THERAPEUTICS | $5,000 | -28.6% | 45 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD | $3,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| CYBR | CYBERARK SOFTWARE LTD | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – | |
| SSYS | STRATASYS LTD | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| ESTC | ELASTIC NV | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CLB | CORE LABORATORIESforeign stock | $8,000 | -27.3% | 275 | 0.0% | 0.00% | – | |
| RACE | FERRARI NV | $13,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| STLA | STELLANTIS NVforeign stock | $5,000 | 0.0% | 259 | 0.0% | 0.00% | – | |
| MMYT | MAKEMYTRIP LTDforeign stock | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| ABB | ABB LTDforeign stock | $26,000 | 0.0% | 772 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INC | 42 | Q3 2023 | 7.6% |
| INTUIT | 42 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 7.7% |
| DANAHER CORP SHS BEN INT | 42 | Q3 2023 | 5.9% |
| FISERV INC | 42 | Q3 2023 | 4.5% |
| STRYKER CORP | 42 | Q3 2023 | 4.4% |
| TJX COMPANIES INC | 42 | Q3 2023 | 4.9% |
| AMERICAN TOWER CORP | 42 | Q3 2023 | 5.5% |
| AUTOMATIC DATA PROCESSING | 42 | Q3 2023 | 3.5% |
| CANADIAN NATIONAL RAILWAY | 42 | Q3 2023 | 3.8% |
View LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR/A | 2023-03-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-26 |
| PX14A6G | 2022-05-10 |
View LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.