Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Edmond G Romulus - Compliance Associate
Location
Boston
Holdings as of
31 Dec 2023
Value $
$10B
Num holdings
536
Filing time
01 Feb 2024, 14:01:01 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, MA, INTU, GOOGL, and FI.
Previous filing
Q3 2023 - 03 Nov 2023
Next filing
Q1 2024 - 23 Apr 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q4 compared to 2023 Q3 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
Edmond G Romulus Compliance Associate Boston, Massachusetts 01 Feb 2024

Other Included Managers (2):

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