LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$11.2B
Signature - Title
Edmond G Romulus - Compliance Associate
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 571 stock holdings with total value $11.2B as of Q3 2024. Top holdings included MSFT, MA, FI, INTU, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 571 $11.2B +$283M -$139M +$143M MSFT, MA, FI, INTU, GOOGL 13F-HR 10/25/2024, 03:38 PM
Q2 2024 551 $10.8B +$281M -$127M +$153M MSFT, MA, INTU, GOOGL, FI 13F-HR 7/17/2024, 11:57 AM
Q1 2024 563 $10.1B +$65.8M -$195M -$130M MSFT, MA, INTU, GOOGL, FI 13F-HR 4/23/2024, 10:59 AM
Q4 2023 554 $10B +$49.2M -$168M -$119M MSFT, MA, INTU, GOOGL, FI 13F-HR 2/1/2024, 02:01 PM
Q3 2023 607 $8.41B +$146M -$189M -$43.7M MSFT, MA, INTU, GOOGL, FI 13F-HR 11/3/2023, 10:33 AM
Q2 2023 631 $9.36B +$123M -$129M -$5.54M MSFT, MA, INTU, DHR, SYK 13F-HR 8/1/2023, 11:53 AM
Q1 2023 595 $8.73B +$116M -$128M -$11.9M MA, MSFT, INTU, DHR, SYK 13F-HR 5/2/2023, 10:05 AM
Q4 2022 575 $8.08B +$46.7M -$158M -$111M MA, MSFT, DHR, INTU, SYK Restatement 3/2/2023, 04:40 PM
Q3 2022 598 $7.69B +$343M -$108M +$235M MSFT, MA, DHR, INTU, AMT 13F-HR 10/25/2022, 12:44 PM
Q2 2022 624 $8.14B +$279M -$102M +$177M MSFT, MA, DHR, AMT, INTU 13F-HR 7/26/2022, 02:55 PM
Q1 2022 630 $9.75B +$110M -$163M -$53.2M MSFT, MA, DHR, INTU, GOOGL 13F-HR 4/13/2022, 01:01 PM
Q4 2021 718 $10.9B +$150M -$147M +$3.13M MSFT, INTU, MA, DHR, AMT 13F-HR 2/14/2022, 11:14 AM
Q3 2021 744 $10.1B +$167M -$170M -$2.79M MSFT, MA, INTU, DHR, AMT 13F-HR 11/12/2021, 12:35 PM
Q2 2021 942 $9.87B +$371M -$202M +$169M MA, MSFT, INTU, DHR, AMT 13F-HR 8/13/2021, 03:55 PM
Q1 2021 298 $9.04B +$246M -$251M -$5.31M MA, MSFT, DHR, INTU, FI 13F-HR 4/14/2021, 11:26 AM
Q4 2020 763 $8.93B +$200M -$155M +$44.6M MA, MSFT, DHR, INTU, PAYC 13F-HR 1/14/2021, 11:19 AM
Q3 2020 584 $7.97B +$367M -$158M +$209M MA, MSFT, DHR, AMT, INTU 13F-HR 10/15/2020, 12:31 PM
Q2 2020 581 $7.25B +$144M -$210M -$66M MA, MSFT, AMT, DHR, INTU 13F-HR 7/30/2020, 05:44 PM
Q1 2020 643 $5.97B +$102M -$181M -$79.3M MA, MSFT, AMT, FI, DHR 13F-HR 4/15/2020, 10:31 AM
Q4 2019 670 $7.41B +$167M -$145M +$22.4M MA, AMT, MSFT, FI, DHR 13F-HR 1/22/2020, 09:51 AM
Q3 2019 673 $6.89B +$156M -$153M +$2.99M MA, AMT, MSFT, FI, INTU 13F-HR 11/5/2019, 01:00 PM
Q2 2019 707 $6.87B +$187M -$212M -$25.1M MA, AMT, MSFT, INTU, DHR 13F-HR 8/9/2019, 03:50 PM
Q1 2019 696 $6.58B +$211M -$231M -$19.8M MA, AMT, INTU, SYK, DHR 13F-HR 4/8/2019, 02:16 PM
Q4 2018 688 $5.52B +$278M -$119M +$159M MA, AMT, INTU, FI, TJX 13F-HR 2/13/2019, 01:10 PM
Q3 2018 649 $6.31B +$136M -$134M +$2.7M MA, TJX, INTU, FI, SYK 13F-HR 10/31/2018, 10:53 AM
Q2 2018 665 $5.76B +$142M -$191M -$49M MA, INTU, TJX, SYK, FI 13F-HR 8/7/2018, 04:24 PM
Q1 2018 718 $5.5B +$259M -$157M +$102M MA, FI, AMT, SYK, INTU 13F-HR 4/20/2018, 10:39 AM
Q4 2017 734 $5.45B +$84M -$81.3M +$2.69M MA, SYK, AMT, FI, TJX 13F-HR 2/8/2018, 04:22 PM
Q3 2017 779 $5.18B +$111M -$58.7M +$51.8M MA, FI, TJX, AMT, SYK Restatement 11/2/2017, 01:32 PM
Q2 2017 636 $5.03B +$127M -$182M -$54.3M MA, FI, SYK, AMT, TJX 13F-HR 8/7/2017, 03:55 PM
Q1 2017 611 $4.78B +$117M -$112M +$5.5M MA, TJX, FI, SYK, AMT 13F-HR 5/12/2017, 05:39 PM
Q4 2016 593 $4.49B +$145M -$69.2M +$75.6M MA, TJX, FI, SYK, ADP 13F-HR 2/2/2017, 02:35 PM
Q3 2016 607 $4.37B +$233M -$172M +$61.5M MA, TJX, FI, SYK, CNI 13F-HR 11/1/2016, 04:33 PM
Q2 2016 632 $4.35B +$97.9M -$71.3M +$26.6M TJX, MA, FI, SYK, DHR 13F-HR 7/11/2016, 02:45 PM
Q1 2016 615 $4.24B +$113M -$63.4M +$49.9M MA, TJX, FI, SYK, DHR 13F-HR 4/26/2016, 03:49 PM
Q4 2015 641 $4.04B +$402M -$145M +$257M MA, TJX, FI, DHR, INTU 13F-HR 1/27/2016, 04:08 PM
Q3 2015 614 $3.29B $0 -$80.7M -$80.7M MA, TJX, FI, INTU, SYK 13F-HR 11/6/2015, 12:50 PM
Q2 2015 611 $3.92B +$129M -$107M +$22M MA, TJX, FI, INTU, SYK 13F-HR 8/3/2015, 02:10 PM
Q1 2015 619 $3.96B +$133M -$97.2M +$35.8M MA, TJX, FI, CNI, ADP 13F-HR 5/6/2015, 12:36 PM
Q4 2014 626 $3.9B +$138M -$92.4M +$45.1M MA, TJX, CNI, FI, ADP Restatement 2/12/2015, 03:12 PM
Q3 2014 590 $3.7B +$155M -$102M +$53.2M MA, TJX, CNI, ADP, QCOM 13F-HR 11/7/2014, 11:55 AM
Q2 2014 617 $3.7B +$229M -$143M +$86M MA, TJX, QCOM, CNI, ADP 13F-HR 8/12/2014, 01:23 PM
Q1 2014 615 $3.66B +$330M -$70.3M +$260M MA, TJX, QCOM, ADP, CNI 13F-HR 4/28/2014, 11:37 AM
Q4 2013 591 $3.63B $0 $0 MA, TJX, ADP, QCOM, CNI 13F-HR 2/11/2014, 10:10 AM