Moreno Evelyn V

13F Filings History

Latest 13F report
Q4 2023 - Feb 9, 2024
Value $
$212M
Signature - Title
Dennis Kushmerek - Trust Operations Senior Specialist
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Moreno Evelyn V. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moreno Evelyn V reported 140 stock holdings with total value $212M as of Q4 2023. Top holdings included AAPL, MSFT, MDY, GOOG, and AMZN.
Holdings Value

List of Other Managers Reporting for Moreno Evelyn V:

Name Holdings Value Location File Number
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $11.2B Boston, MA 028-04578
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 140 $212M +$12.4M -$308M -$296M AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 2/9/2024, 04:56 PM
Q3 2023 141 $459M +$34.3M -$25M +$9.3M AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 10/23/2023, 12:01 PM
Q2 2023 125 $468M +$6.54M -$15.9M -$9.33M AAPL, MSFT, MDY, AMZN, NVDA 13F-HR 7/27/2023, 10:07 AM
Q1 2023 121 $441M +$14.8M -$39M -$24.2M AAPL, MSFT, MDY, AMZN, GOOG Restatement 5/12/2023, 03:01 PM
Q4 2022 163 $432M +$197M -$4.01M +$193M AAPL, MDY, MSFT, GOOG, AMZN 13F-HR 2/8/2023, 07:12 PM
Q3 2022 142 $221M +$23.7M -$187M -$163M AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 11/9/2022, 06:42 PM
Q2 2022 158 $429M +$55.6M -$23.3M +$32.4M AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 8/11/2022, 04:44 PM
Q1 2022 109 $494M +$32.6M -$4.64M +$28M AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 5/12/2022, 05:19 PM
Q4 2021 59 $500M +$51.4M -$12.9M +$38.5M AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 2/8/2022, 05:24 PM
Q3 2021 58 $425M +$12.1M -$10.2M +$1.86M AAPL, MDY, MSFT, AMZN, GOOG 13F-HR 10/25/2021, 07:08 PM
Q2 2021 55 $426M +$11.1M -$35.8M -$24.8M AAPL, MDY, MSFT, AMZN, GOOG 13F-HR 7/14/2021, 02:13 PM
Q1 2021 61 $420M +$292K -$2.12M -$1.82M AAPL, MDY, MSFT, AMZN, JPM 13F-HR 4/23/2021, 07:55 PM
Q4 2020 61 $403M +$18.8M -$24.3M -$5.5M AAPL, MDY, MSFT, AMZN, SYK 13F-HR 2/9/2021, 06:53 PM
Q3 2020 69 $370M +$29.2M -$14.5M +$14.7M AAPL, MDY, MSFT, AMZN, CRM 13F-HR 11/2/2020, 05:59 PM
Q2 2020 67 $344M +$3.06M -$8.95M -$5.88M AAPL, MDY, MSFT, AMZN, INTC 13F-HR 7/23/2020, 12:54 PM
Q1 2020 64 $295M +$11.3M -$12.1M -$841K AAPL, MDY, MSFT, INTC, AMZN 13F-HR 4/21/2020, 05:59 PM
Q4 2019 65 $372M +$652K -$22.1M -$21.5M MDY, AAPL, MSFT, EFA, INTC 13F-HR 1/27/2020, 12:13 PM
Q3 2019 66 $365M +$36.2M -$9.49M +$26.7M MDY, AAPL, MSFT, EFA, SYK 13F-HR 11/5/2019, 09:42 AM
Q2 2019 57 $329M +$8.55M -$27.7M -$19.1M MDY, AAPL, MSFT, EFA, SYK 13F-HR 8/1/2019, 04:16 PM
Q1 2019 65 $339M +$6.9M -$6.03M +$879K MDY, EFA, AAPL, MSFT, INTC 13F-HR 4/17/2019, 05:29 PM
Q4 2018 62 $303M +$17.7M -$19.8M -$2.07M MDY, EFA, AAPL, MSFT, INTC 13F-HR 1/14/2019, 04:38 PM
Q3 2018 64 $357M +$1.34M -$12.7M -$11.4M MDY, AAPL, EFA, MSFT, TJX 13F-HR 10/23/2018, 12:58 PM
Q2 2018 64 $343M +$18.1M -$9.49M +$8.56M MDY, EFA, AAPL, MSFT, INTC 13F-HR 7/26/2018, 03:48 PM
Q1 2018 61 $327M +$11.8M -$12.5M -$770K MDY, EFA, AAPL, INTC, MSFT 13F-HR 4/19/2018, 05:04 PM
Q4 2017 65 $331M +$7.03M -$30.3M -$23.3M MDY, EFA, AAPL, INTC, MSFT 13F-HR 2/6/2018, 01:14 PM
Q3 2017 66 $334M +$3M -$6.38M -$3.37M MDY, EFA, AAPL, CTSH, PCLN 13F-HR 11/3/2017, 04:01 PM
Q2 2017 69 $326M +$2.84M -$14.4M -$11.6M MDY, EFA, AAPL, PCLN, SYK 13F-HR 7/21/2017, 04:17 PM
Q1 2017 69 $329M +$52.8M -$6.97M +$45.9M MDY, EFA, AAPL, SYK, PCLN 13F-HR 4/5/2017, 11:32 AM
Q4 2016 68 $277M +$9.3M -$11.1M -$1.83M MDY, EFA, AAPL, USB, SYK 13F-HR 1/10/2017, 01:52 PM
Q3 2016 67 $273M +$9.5M -$6.25M +$3.26M MDY, EFA, AAPL, INTC, SYK Restatement 10/24/2016, 12:49 PM
Q2 2016 67 $264M +$17.2M -$15.6M +$1.68M MDY, EFA, AAPL, SYK, XOM 13F-HR 7/7/2016, 04:16 PM
Q1 2016 69 $258M +$21.4M -$10M +$11.3M EFA, MDY, AAPL, CVS, SYK 13F-HR 4/20/2016, 12:04 PM
Q4 2015 67 $240M +$25.5M -$26.3M -$821K EFA, MDY, AAPL, CVS, TJX 13F-HR 1/6/2016, 02:31 PM
Q3 2015 70 $233M +$3.3M -$1.41M +$1.9M EFA, VWO, MDY, AAPL, CVS 13F-HR 10/6/2015, 05:11 PM
Q2 2015 72 $252M +$1.02M -$9.38M -$8.36M EFA, VWO, MDY, AAPL, CVS 13F-HR 7/8/2015, 04:42 PM
Q1 2015 77 $265M +$6.59M -$14.9M -$8.29M EFA, VWO, MDY, AAPL, CVS 13F-HR 4/3/2015, 10:08 AM
Q4 2014 77 $272M +$7.12M -$8.16M -$1.04M EFA, VWO, MDY, CVS, AAPL 13F-HR 1/23/2015, 01:23 PM
Q3 2014 73 $261M +$3.38M -$6.51M -$3.13M EFA, VWO, MDY, SLB, AAPL 13F-HR 10/7/2014, 04:35 PM
Q2 2014 76 $266M +$12.8M -$3.06M +$9.73M EFA, VWO, MDY, SLB, MRK 13F-HR 7/2/2014, 03:41 PM
Q1 2014 78 $254M +$12.1M -$1.44M +$10.6M EFA, VWO, MRK, MDY, SLB 13F-HR 4/1/2014, 01:25 PM
Q4 2013 76 $242M $0 $0 EFA, VWO, MDY, MRK, SLB 13F-HR 2/10/2014, 08:44 AM