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Loring Wolcott & Coolidge Fiduciary Advisors’s Amcor AMCR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AMCR Stock Details AMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,106
Closed -$1.02M – 557
2023
Q3 		$1.02M Sell
23,106
-4,464
-16% -$215K 0.01% 149
2023
Q2 		$1.38M Hold
27,570
– – 0.01% 138
2023
Q1 		$1.57M Sell
27,570
-800
-3% -$45.8K 0.02% 123
2022
Q4 		$1.69M Hold
28,370
– – 0.02% 117
2022
Q3 		$1.52M Hold
28,370
– – 0.02% 122
2022
Q2 		$1.76M Sell
28,370
-9,440
-25% -$584K 0.02% 119
2022
Q1 		$2.14M Sell
37,810
-6,720
-15% -$392K 0.02% 116
2021
Q4 		$2.67M Hold
44,530
– – 0.02% 111
2021
Q3 		$2.58M Sell
44,530
-17,550
-28% -$1.05M 0.03% 109
2021
Q2 		$3.56M Sell
62,080
-8,720
-12% -$519K 0.04% 97
2021
Q1 		$4.13M Sell
70,800
-17,440
-20% -$994K 0.05% 92
2020
Q4 		$5.19M Sell
88,240
-10,540
-11% -$601K 0.06% 83
2020
Q3 		$5.46M Sell
98,780
-6,240
-6% -$340K 0.07% 76
2020
Q2 		$5.36M Sell
105,020
-8,833
-8% -$412K 0.07% 76
2020
Q1 		$4.62M Sell
113,853
-13,338
-10% -$639K 0.08% 77
2019
Q4 		$6.89M Buy
127,191
+35,496
+39% +$1.78M 0.09% 78
2019
Q3 		$4.47M Hold
91,695
– – 0.06% 86
2019
Q2 		$5.27M Buy
+91,695
New +$5.09M 0.08% 87

Other funds holding AMCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AMCR Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Amcor (AMCR) in Q4 2023, closing a stake of 23,106 shares — an estimated $1.02M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMCR in Q2 2019 and held it in 18 quarters. The position peaked at $6.89M in Q4 2019. 570 funds tracked by Wall St. Rank hold AMCR as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Amcor position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 23,106 Amcor shares in Q4 2023, an estimated $1.02M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Amcor in Q2 2019 and held it in 18 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Amcor position peaked at $6.89M in Q4 2019.
  • 570 funds tracked by Wall St. Rank held Amcor as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.