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
RMAX
Re/Max Holdings, Inc.

Real Estate
Q1 2021 Filed on Apr 14, 2021
165
$34.93 - $43.22 $5.76K - $7.13K
RELX
Relx PLC

Communication Services
Q1 2021 Filed on Apr 14, 2021
487
$23.47 - $25.95 $11.4K - $12.6K
SJW
Sjw Group

Utilities
Q1 2021 Filed on Apr 14, 2021
124
$58.81 - $71.2 $7.29K - $8.83K
SAP
Sap Se

Technology
Q1 2021 Filed on Apr 14, 2021
121
$121.09 - $134.88 $14.7K - $16.3K
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2021 Filed on Apr 14, 2021
104
$63.6 - $77.36 $6.61K - $8.05K
SNN
Smith & Nephew PLC

Healthcare
Q1 2021 Filed on Apr 14, 2021
168
$36.75 - $45.88 $6.17K - $7.71K
TRC
Tejon Ranch CO

Industrials
Q1 2021 Filed on Apr 14, 2021
466
$14.22 - $17.78 $6.63K - $8.29K
Trustco Bank Corp Ny
Q1 2021 Filed on Apr 14, 2021
1,034
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2021 Filed on Apr 14, 2021
235
$90.4 - $101.83 $21.2K - $23.9K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2021 Filed on Apr 14, 2021
11
$257.29 - $307.53 $2.83K - $3.38K
WING
Wingstop Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 14, 2021
34
$116.17 - $171.37 $3.95K - $5.83K
Zogenix Inc
Q1 2021 Filed on Apr 14, 2021
185
N/A
ALLE
Allegion PLC

Industrials
Q1 2021 Filed on Apr 14, 2021
21
$107.01 - $126.75 $2.25K - $2.66K
ESNT
Essent Group Ltd.

Financial Services
Q1 2021 Filed on Apr 14, 2021
173
$41.2 - $48.64 $7.13K - $8.41K
JRVR
James River Group Holdings, Ltd.

Financial Services
Q1 2021 Filed on Apr 14, 2021
119
$44.44 - $54.7 $5.29K - $6.51K
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on Apr 14, 2021
50
$46.25 - $56.02 $2.31K - $2.8K
Cabot Microelectronics
Q4 2020 Filed on Jan 14, 2021
5,407
N/A
CDEV
Centennial Resource Development, Inc.

Energy
Q4 2020 Filed on Jan 14, 2021
752
$0.55 - $1.85 $414 - $1.39K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2020 Filed on Jan 14, 2021
13,225
$182.85 - $211.84 $2.42M - $2.8M
PETS
Petmed Express Inc

Healthcare
Q4 2020 Filed on Jan 14, 2021
975
$28.96 - $33.77 $28.2K - $32.9K
Unilever Nv
Q4 2020 Filed on Jan 14, 2021
21,144
N/A
Dunkin Brands Gourp Inc
Q4 2020 Filed on Jan 14, 2021
50
N/A
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 14, 2021
506
$8.37 - $13.3 $4.24K - $6.73K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 14, 2021
1
$56.49 - $70.1 $56.5 - $70.1
Gci Liberty Inc
Q4 2020 Filed on Jan 14, 2021
21
N/A
Bank Of America Corp
Q4 2020 Filed on Jan 14, 2021
10
N/A
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q4 2020 Filed on Jan 14, 2021
5,000
$9.23 - $18.18 $46.2K - $90.9K
EQH
Equitable Holdings, Inc.

Financial Services
Q4 2020 Filed on Jan 14, 2021
1,000
$18.5 - $27.12 $18.5K - $27.1K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2020 Filed on Jan 14, 2021
2,965
$50.51 - $50.57 $150K - $150K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2020 Filed on Jan 14, 2021
594
$108.9 - $113.64 $64.7K - $67.5K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2020 Filed on Jan 14, 2021
785
$92.55 - $93.62 $72.7K - $73.5K
California Resources Corp
Q3 2020 Filed on Oct 15, 2020
2,000
N/A
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q3 2020 Filed on Oct 15, 2020
645
$30.9 - $35.38 $19.9K - $22.8K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 15, 2020
725
$22.78 - $29.68 $16.5K - $21.5K
MSEX
Middlesex Water CO

Utilities
Q3 2020 Filed on Oct 15, 2020
1,000
$59.64 - $69.58 $59.6K - $69.6K
Portola Pharmaceuticals Inc
Q3 2020 Filed on Oct 15, 2020
10
N/A
BG
Bungeltd

Consumer Defensive
Q3 2020 Filed on Oct 15, 2020
551
$38.23 - $47.61 $21.1K - $26.2K
LNT
Alliant Energy Corp

Utilities
Q3 2020 Filed on Oct 15, 2020
435
$48.25 - $55.35 $21K - $24.1K
Iac/Interactivecorp
Q3 2020 Filed on Oct 15, 2020
46
N/A
R
Ryder System Inc

Industrials
Q3 2020 Filed on Oct 15, 2020
500
$36.03 - $44.75 $18K - $22.4K
WRK
West Rock CO

Consumer Cyclical
Q3 2020 Filed on Oct 15, 2020
675
$26.22 - $37.64 $17.7K - $25.4K
ALLY
Ally Financial Inc.

Financial Services
Q3 2020 Filed on Oct 15, 2020
1,100
$19.05 - $26.09 $21K - $28.7K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 15, 2020
2,500
$10.04 - $14.2 $25.1K - $35.5K
ZUO
Zuora Inc

Technology
Q3 2020 Filed on Oct 15, 2020
160
$9.41 - $16.17 $1.51K - $2.59K
Match Group Inc
Q3 2020 Filed on Oct 15, 2020
7,000
N/A
CVE
Cenovus Energy Inc.

Energy
Q2 2020 Filed on Jul 30, 2020
1,820
$1.91 - $5.78 $3.48K - $10.5K
COTY
Coty Inc.

Consumer Defensive
Q2 2020 Filed on Jul 30, 2020
352
$3.25 - $6.29 $1.14K - $2.21K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Jul 30, 2020
10,413
$5.03 - $9.34 $52.4K - $97.3K
FRME
First Merchants Corp

Financial Services
Q2 2020 Filed on Jul 30, 2020
480
$22.94 - $31.2 $11K - $15K
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