Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

Q3 2022 13F Holdings Report, Stock Holdings

Signature - Title
Brian O'Keeffe - Chief Compliance Officer
Location
Boston, MA
Holdings as of
30 Sep 2022
Value $
$7.69B
Num holdings
598
Filing time
25 Oct 2022, 12:44:25 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, MA, DHR, INTU, and AMT.
Previous filing
Q2 2022 - 26 Jul 2022
Next filing
Q4 2022 - 02 Mar 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Brian O'Keeffe Chief Compliance Officer Boston, Massachusetts 25 Oct 2022

Other Included Managers (2):

Num Name Location File Number
400 Page Arthur B Boston, MA 028-16092
428 Moreno Evelyn V Boston, MA 028-15768