13F Filings History of Evelyn Moreno V.

Latest 13F report
Q4 2023 - 09 Feb 2024
Value $
$211,873,591
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 Evelyn Moreno V.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evelyn Moreno V. reported 140 stock holdings with total value $211,873,591 as of Q4 2023. Top holdings included AAPL, MSFT, MDY, GOOG, and AMZN.

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Holdings Value

List of Other Managers Reporting for Evelyn Moreno V.:

Name Holdings Value Location File Number
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $11,034,750,784 Boston, MA 028-04578
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 140 $211,873,591 +$12,359,499 -$307,927,872 -$295,568,373 AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 09 Feb 2024, 16:56
Q3 2023 141 $459,072,910 +$34,296,740 -$24,997,229 +$9,299,511 AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 23 Oct 2023, 12:01
Q2 2023 125 $468,318,541 +$6,544,252 -$15,872,131 -$9,327,879 AAPL, MSFT, MDY, AMZN, NVDA 13F-HR 27 Jul 2023, 10:07
Q1 2023 121 $441,170,705 +$14,783,471 -$39,020,166 -$24,236,695 AAPL, MSFT, MDY, AMZN, GOOG Restatement 12 May 2023, 15:01
Q4 2022 163 $432,450,353 +$197,354,224 -$4,008,254 +$193,345,970 AAPL, MDY, MSFT, GOOG, AMZN 13F-HR 08 Feb 2023, 19:12
Q3 2022 142 $221,489,000 +$23,654,283 -$186,784,405 -$163,130,122 AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 09 Nov 2022, 18:42
Q2 2022 158 $428,698,000 +$55,640,313 -$23,282,796 +$32,357,517 AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 11 Aug 2022, 16:44
Q1 2022 109 $494,012,000 +$32,595,399 -$4,641,852 +$27,953,547 AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 12 May 2022, 17:19
Q4 2021 59 $500,016,000 +$51,365,721 -$12,890,069 +$38,475,652 AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 08 Feb 2022, 17:24
Q3 2021 58 $424,839,000 +$12,090,740 -$10,229,943 +$1,860,797 AAPL, MDY, MSFT, AMZN, GOOG 13F-HR 25 Oct 2021, 19:08
Q2 2021 55 $425,911,000 +$11,066,681 -$35,845,493 -$24,778,812 AAPL, MDY, MSFT, AMZN, GOOG 13F-HR 14 Jul 2021, 14:13
Q1 2021 61 $419,540,000 +$291,990 -$2,115,769 -$1,823,779 AAPL, MDY, MSFT, AMZN, JPM 13F-HR 23 Apr 2021, 19:55
Q4 2020 61 $402,564,000 +$18,828,748 -$24,330,878 -$5,502,130 AAPL, MDY, MSFT, AMZN, SYK 13F-HR 09 Feb 2021, 18:53
Q3 2020 69 $369,661,000 +$29,195,828 -$14,460,145 +$14,735,683 AAPL, MDY, MSFT, AMZN, CRM 13F-HR 02 Nov 2020, 17:59
Q2 2020 67 $343,951,000 +$3,062,731 -$8,946,360 -$5,883,629 AAPL, MDY, MSFT, AMZN, INTC 13F-HR 23 Jul 2020, 12:54
Q1 2020 64 $294,711,000 +$11,297,406 -$12,138,456 -$841,050 AAPL, MDY, MSFT, INTC, AMZN 13F-HR 21 Apr 2020, 17:59
Q4 2019 65 $371,532,000 +$651,572 -$22,127,655 -$21,476,083 MDY, AAPL, MSFT, EFA, INTC 13F-HR 27 Jan 2020, 12:13
Q3 2019 66 $364,536,000 +$36,172,226 -$9,487,935 +$26,684,291 MDY, AAPL, MSFT, EFA, SYK 13F-HR 05 Nov 2019, 09:42
Q2 2019 57 $328,890,000 +$8,553,748 -$27,665,200 -$19,111,452 MDY, AAPL, MSFT, EFA, SYK 13F-HR 01 Aug 2019, 16:16
Q1 2019 65 $338,904,000 +$6,904,710 -$6,025,294 +$879,416 MDY, EFA, AAPL, MSFT, INTC 13F-HR 17 Apr 2019, 17:29
Q4 2018 62 $302,750,000 +$17,747,058 -$19,819,448 -$2,072,390 MDY, EFA, AAPL, MSFT, INTC 13F-HR 14 Jan 2019, 16:38
Q3 2018 64 $357,349,000 +$1,338,232 -$12,693,340 -$11,355,108 MDY, AAPL, EFA, MSFT, TJX 13F-HR 23 Oct 2018, 12:58
Q2 2018 64 $342,883,000 +$18,055,580 -$9,490,796 +$8,564,784 MDY, EFA, AAPL, MSFT, INTC 13F-HR 26 Jul 2018, 15:48
Q1 2018 61 $326,809,000 +$11,762,004 -$12,531,894 -$769,890 MDY, EFA, AAPL, INTC, MSFT 13F-HR 19 Apr 2018, 17:04
Q4 2017 65 $330,521,000 +$7,033,895 -$30,348,333 -$23,314,438 MDY, EFA, AAPL, INTC, MSFT 13F-HR 06 Feb 2018, 13:14
Q3 2017 66 $334,388,000 +$3,002,955 -$6,377,230 -$3,374,275 MDY, EFA, AAPL, CTSH, PCLN 13F-HR 03 Nov 2017, 16:01
Q2 2017 69 $325,784,000 +$2,839,776 -$14,406,481 -$11,566,705 MDY, EFA, AAPL, PCLN, SYK 13F-HR 21 Jul 2017, 16:17
Q1 2017 69 $328,749,000 +$52,825,165 -$6,972,223 +$45,852,942 MDY, EFA, AAPL, SYK, PCLN 13F-HR 05 Apr 2017, 11:32
Q4 2016 68 $277,288,000 +$9,304,166 -$11,134,824 -$1,830,658 MDY, EFA, AAPL, USB, SYK 13F-HR 10 Jan 2017, 13:52
Q3 2016 67 $272,685,000 +$9,503,815 -$6,245,136 +$3,258,679 MDY, EFA, AAPL, INTC, SYK Restatement 24 Oct 2016, 12:49
Q2 2016 67 $263,624,000 +$17,241,672 -$15,565,556 +$1,676,116 MDY, EFA, AAPL, SYK, XOM 13F-HR 07 Jul 2016, 16:16
Q1 2016 69 $258,319,000 +$21,377,427 -$10,037,763 +$11,339,664 EFA, MDY, AAPL, CVS, SYK 13F-HR 20 Apr 2016, 12:04
Q4 2015 67 $240,030,000 +$25,482,149 -$26,303,196 -$821,047 EFA, MDY, AAPL, CVS, TJX 13F-HR 06 Jan 2016, 14:31
Q3 2015 70 $232,912,000 +$3,301,775 -$1,406,595 +$1,895,180 EFA, VWO, MDY, AAPL, CVS 13F-HR 06 Oct 2015, 17:11
Q2 2015 72 $251,611,000 +$1,015,783 -$9,379,355 -$8,363,572 EFA, VWO, MDY, AAPL, CVS 13F-HR 08 Jul 2015, 16:42
Q1 2015 77 $264,651,000 +$6,593,612 -$14,883,356 -$8,289,744 EFA, VWO, MDY, AAPL, CVS 13F-HR 03 Apr 2015, 10:08
Q4 2014 77 $271,723,000 +$7,117,569 -$8,160,868 -$1,043,299 EFA, VWO, MDY, CVS, AAPL 13F-HR 23 Jan 2015, 13:23
Q3 2014 73 $260,570,000 +$3,381,783 -$6,508,403 -$3,126,620 EFA, VWO, MDY, SLB, AAPL 13F-HR 07 Oct 2014, 16:35
Q2 2014 76 $266,318,000 +$12,792,391 -$3,058,275 +$9,734,116 EFA, VWO, MDY, SLB, MRK 13F-HR 02 Jul 2014, 15:41
Q1 2014 78 $254,230,000 +$12,076,959 -$1,437,158 +$10,639,801 EFA, VWO, MRK, MDY, SLB 13F-HR 01 Apr 2014, 13:25
Q4 2013 76 $242,440,000 $0 $0 $0 EFA, VWO, MDY, MRK, SLB 13F-HR 10 Feb 2014, 08:44