LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q4 2021 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2021
Date filed
2/14/2022
Form type
13F-HR
Num holdings
839
Total value ($000)
$10,908,259
Net value change ($000)
+810,347 (8.0%)
New positions
40
Sold out positions
66
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/12/2021 Next filing: 4/13/2022 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 109,045 18.3%
INTU 97,003 17.4%
AAPL 63,034 24.1%
TMO 56,660 20.6%
AMT 42,366 10.6%
ABT 41,315 19.1%
DHR 40,396 7.4%
NKE 38,273 27.3%
GOOGL 34,968 8.8%
NXPI 34,450 17.2%
Top Reduces (Value $000, Stocks/ETFs)
PAYC -63,056 -17.4%
PYPL -32,426 -14.7%
WEX -27,217 -36.6%
FISV -18,812 -5.6%
BDX -17,756 -44.8%
HDB -13,268 -16.7%
CRM -10,437 -5.7%
DIS -10,046 -7.3%
Unilever PLC -6,810 -47.1%
V -3,545 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

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