LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Boston, MA
CIK
0000932974
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 554 10,094,342 MSFT, MA, INTU, GOOGL 13F-HR 2/1/2024 000093297424000001
Q3 2023 607 8,932,857 MSFT, MA, INTU, GOOGL 13F-HR 11/3/2023 000093297423000005
Q2 2023 631 9,359,533 MSFT, MA, INTU, DHR 13F-HR 8/1/2023 000093297423000004
Q1 2023 596 8,727,445 MA, MSFT, INTU, DHR 13F-HR 5/2/2023 000130833123000002
Q4 2022 575 8,081,525 MA, MSFT, DHR, INTU RESTATEMENT 3/2/2023 000093297423000002
Q3 2022 611 7,688,810 MSFT, MA, DHR, INTU 13F-HR 10/25/2022 000093297422000005
Q2 2022 648 8,136,938 MSFT, MA, DHR, AMT 13F-HR 7/26/2022 000093297422000004
Q1 2022 643 9,748,717 MSFT, MA, DHR, INTU 13F-HR 4/13/2022 000093297422000003
Q4 2021 728 10,908,259 MSFT, INTU, MA, DHR 13F-HR 2/14/2022 000093297422000001
Q3 2021 753 10,097,912 MSFT, MA, INTU, DHR 13F-HR 11/12/2021 000093297421000005
Q2 2021 959 9,873,593 MA, MSFT, INTU, DHR 13F-HR 8/13/2021 000130833121000004
Q1 2021 298 9,039,298 MA, MSFT, DHR, INTU 13F-HR 4/14/2021 000093297421000003
Q4 2020 785 8,933,227 MA, MSFT, DHR, INTU 13F-HR 1/14/2021 000093297421000001
Q3 2020 596 7,967,501 MA, MSFT, DHR, AMT 13F-HR 10/15/2020 000093297420000005
Q2 2020 594 7,249,730 MA, MSFT, AMT, DHR 13F-HR 7/30/2020 000093297420000004
Q1 2020 666 5,965,124 MA, MSFT, AMT, FISV 13F-HR 4/15/2020 000093297420000003
Q4 2019 679 7,406,394 MA, AMT, MSFT, FISV 13F-HR 1/22/2020 000093297420000002
Q3 2019 694 6,885,538 MA, AMT, MSFT, FISV 13F-HR 11/5/2019 000093297419000008
Q2 2019 727 6,869,164 MA, AMT, MSFT, INTU 13F-HR 8/9/2019 000093297419000007
Q1 2019 740 6,576,178 MA, AMT, INTU, SYK 13F-HR 4/8/2019 000093297419000006
Q4 2018 724 5,525,009 MA, AMT, INTU, FISV 13F-HR 2/13/2019 000093297419000005
Q3 2018 671 6,313,069 MA, TJX, INTU, FISV 13F-HR 10/31/2018 000093297418000005
Q2 2018 684 5,759,904 MA, INTU, TJX, SYK 13F-HR 8/7/2018 000093297418000004
Q1 2018 739 5,504,437 MA, FISV, AMT, SYK 13F-HR 4/20/2018 000093297418000003
Q4 2017 770 5,446,436 MA, SYK, AMT, FISV 13F-HR 2/8/2018 000093297418000002
Q3 2017 921 5,178,515 MA, FISV, TJX, AMT RESTATEMENT 11/2/2017 000093297417000007
Q2 2017 650 5,032,837 MA, FISV, SYK, AMT 13F-HR 8/7/2017 000093297417000005
Q1 2017 623 4,784,713 MA, TJX, FISV, SYK 13F-HR 5/15/2017 000093297417000004
Q4 2016 605 4,485,072 MA, TJX, FISV, SYK 13F-HR 2/2/2017 000093297417000002
Q3 2016 616 4,372,311 MA, TJX, FISV, SYK 13F-HR 11/1/2016 000093297416000012
Q2 2016 642 4,351,576 TJX, MA, FISV, SYK 13F-HR 7/11/2016 000093297416000011
Q1 2016 628 4,240,133 MA, TJX, FISV, SYK 13F-HR 4/26/2016 000093297416000010
Q4 2015 654 4,039,373 MA, TJX, FISV, DHR 13F-HR 1/27/2016 000093297416000008
Q3 2015 619 3,920,446 MA, TJX, FISV, INTU 13F-HR 11/6/2015 000093297415000007
Q2 2015 619 3,920,446 MA, TJX, FISV, INTU 13F-HR 8/3/2015 000093297415000004
Q1 2015 628 3,964,334 MA, TJX, FISV, CNR.TO 13F-HR 5/6/2015 000093297415000003
Q4 2014 635 3,903,884 MA, TJX, CNR.TO, FISV RESTATEMENT 2/12/2015 000093297415000002
Q3 2014 599 3,697,044 MA, TJX, CNR.TO, ADP 13F-HR 11/7/2014 000093297414000006
Q2 2014 624 3,695,101 MA, TJX, QCOM, CNR.TO 13F-HR 8/12/2014 000093297414000005
Q1 2014 624 3,658,174 MA, TJX, QCOM, ADP 13F-HR 4/28/2014 000093297414000004
Q4 2013 601 3,626,101 MA, TJX, ADP, QCOM 13F-HR 2/11/2014 000093297414000002
Additional filings from Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma that have since been restated