Moreno Evelyn V

Q3 2021 13F Combination Report, Stock Holdings

Signature - Title
Dennis Kushmerek - Trust Operations Senior Specialist
Location
Boston, MA
Holdings as of
September 30, 2021
Value $
$425M
Num holdings
58
Date filed
10/25/2021, 07:08 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q2 2021 - Jul 14, 2021
Next filing
Q4 2021 - Feb 8, 2022
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q3 compared to 2021 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
Dennis Kushmerek Trust Operations Senior Specialist Boston, Massachusetts 10/25/2021

List of Other Managers Reporting for Moreno Evelyn V:

Name Holdings Value Location File Number
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $10.8B Boston, MA 028-04578