SEC 13F Intelligence

Managers / Q3 2020 · view latest →

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK 0000932974 · 230 CONGRESS STREET, BOSTON, MA, 02110 · 6175236531

Reported Value
$8.0B
Q3 2020
Positions
695
Filings on Record
31
2019–present window
Filed
Oct 15, 2020
original filing

Summary

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma reported $8.0B in U.S.-listed holdings across 695 positions for Q3 2020.

Its largest position, MA, represents 7.5% of the portfolio.

Compared with Q2 2020, the fund opened 30 new positions and exited 28.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5.5BQ4 ’18Q1 ’19: $6.6BQ2 ’19: $6.9BQ3 ’19: $6.9BQ4 ’19: $7.4BQ4 ’19Q1 ’20: $6.0BQ2 ’20: $7.2BQ3 ’20: $8.0BQ4 ’20: $8.9BQ4 ’20Q1 ’21: $9.0BQ2 ’21: $9.9BQ3 ’21: $10.1BQ4 ’21: $10.9BQ4 ’21Q1 ’22: $9.7BQ2 ’22: $8.1BQ3 ’22: $7.7BQ4 ’22: $8.6BQ4 ’22Q1 ’23: $8.7BQ2 ’23: $9.4BQ3 ’23: $8.9BQ4 ’23: $10.1BQ4 ’23Q1 ’24: $10.1BQ2 ’24: $10.9BQ3 ’24: $11.2BQ4 ’24: $11.6BQ4 ’24Q1 ’25: $10.3BQ2 ’25: $11.3BQ3 ’25: $11.4BQ4 ’25: $11.0BQ4 ’25Q1 ’26: $10.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$10.0B653Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$11.0B631Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$11.4B628Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$11.3B619Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$10.3B661Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$11.6B661Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$11.2B673Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$10.9B654Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$10.1B666Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$10.1B659Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$8.9B710Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$9.4B735Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$8.7B698May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$8.6B681Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$7.7B722Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$8.1B761Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$9.7B755Apr 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$10.9B839Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$10.1B862Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$9.9B1,064Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$9.0B402Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$8.9B885Jan 14, 202113F-HRchanges · EDGAR ↗
Q3 2020$8.0B695Oct 15, 202013F-HRchanges · EDGAR ↗
Q2 2020$7.2B691Jul 30, 202013F-HRchanges · EDGAR ↗
Q1 2020$6.0B759Apr 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$7.4B772Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$6.9B767Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$6.9B801Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$6.6B813Apr 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$5.5B798Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Page Arthur B028-16092
  • Moreno Evelyn V028-15768

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.