LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q4 2023 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2023
Date filed
2/1/2024
Form type
13F-HR
Num holdings
659
Total value ($000)
$10,094,343
Net value change ($000)
+1,161,485 (13.0%)
New positions
11
Sold out positions
57
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: 11/3/2023 Next filing: 4/23/2024 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 2023
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)
INTU 120,134 24.5%
MSFT 83,692 12.2%
MA 83,116 13.5%
DHR 75,631 22.9%
FISV 67,948 19.1%
SYK 64,393 18.3%
NOW 50,199 27.1%
TMO 48,389 20.2%
AMZN 36,397 12.5%
COST 34,910 24.6%
Top Reduces (Value $000, Stocks/ETFs)
EOG -21,782 -11.4%
EW -15,884 -52.1%
TTD -10,689 -9.9%
SBUX -7,243 -7.8%
NKE -6,941 -7.0%
XOM -3,168 -7.1%
HDB -1,801 -4.9%
IQV -1,261 -39.7%
APD -1,198 -16.2%
ECL -1,148 -8.9%
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
400 Page Arthur B 028-16092
428 Moreno Evelyn V