LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q3 2024 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
9/30/2024
Date filed
10/25/2024
Form type
13F-HR
Num holdings
673
Total value ($000)
$11,201,754
Net value change ($000)
+342,263 (3.2%)
New positions
42
Sold out positions
33
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/17/2024 Next filing: 1/28/2025 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 Q2 2024
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)
FISV 125,713 27.5%
MA 100,433 15.2%
NOW 58,371 25.2%
SNPS 34,465 84.2%
VEEV 34,042 49.4%
ADP 27,024 16.8%
SYK 26,221 6.5%
NVDA 22,792 14.5%
ABT 22,553 12.6%
TTD 20,252 14.7%
Top Reduces (Value $000, Stocks/ETFs)
INTU -59,124 -9.5%
NXPI -52,341 -18.4%
GOOGL -49,875 -9.1%
ADBE -44,928 -13.7%
MSFT -32,983 -3.9%
CRM -22,265 -19.3%
CNI -19,570 -10.8%
ASML -18,374 -35.7%
EOG -12,074 -6.2%
REGN -11,832 -10.4%
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.
Filter:
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