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  Name: LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $10,094,301,000
  Total Value Change : $1,161,486,000
  Securities Held Change : -53
   
All Securities Held : 553
  New Positions : 7
  Closed Positions : 63
  Increased Positions : 49
  Unchanged Positions : 302
  Decreased Positions : 195

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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KDP)1 Year Chart         KDP Keurig Dr Pepper Inc 286 New $33.72 $189,000 6,000 0% 189,000 6,000 0    Beverage Soft Drinks...
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... New $0.00 $48,000 2,000 0% 48,000 2,000 0.022    N/A
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 433 New $97.64 $29,000 318 0% 29,000 318 0    Closed - End Fund - E...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 436 New $198.39 $28,000 167 0% 28,000 167 0    Oil & Gas Refining, P...
   (SWAV)1 Year Chart         SWAV Shockwave Medical, Inc. 456 New $330.00 $21,000 95 0% 21,000 95 0.001    N/A
   (REAL)1 Year Chart         REAL Therealreal, Inc. 536 New $3.59 $2,000 1,202 0% 2,000 1,202 0    N/A
   (CGC)1 Year Chart         CGC Canopy Growth Corp 584 New $8.91 $0 32 0% 0 32 0    N/A

      7 Records Found
  1    
Page 1 of 1
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