Loring Wolcott & Coolidge Fiduciary Advisors’s Brunswick BC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-354	Closed	-$36K	–	644
2021 Q4	$36K	Hold	354	–	–	﹤0.01%	489
2021 Q3	$34K	Hold	354	–	–	﹤0.01%	490
2021 Q2	$35K	Buy	+354	New	+$36K	﹤0.01%	495
2018 Q2	–	Sell	-870	Closed	-$52K	–	672
2018 Q1	$52K	Hold	870	–	–	﹤0.01%	440
2017 Q4	$48K	Hold	870	–	–	﹤0.01%	439
2017 Q3	$49K	Hold	870	–	–	﹤0.01%	429
2017 Q2	$49K	Hold	870	–	–	﹤0.01%	419
2017 Q1	$53K	Hold	870	–	–	﹤0.01%	404
2016 Q4	$47K	Hold	870	–	–	﹤0.01%	395
2016 Q3	$42K	Hold	870	–	–	﹤0.01%	409
2016 Q2	$39K	Hold	870	–	–	﹤0.01%	414
2016 Q1	$42K	Hold	870	–	–	﹤0.01%	414
2015 Q4	$44K	Hold	870	–	–	﹤0.01%	436
2015 Q3	$44K	Hold	870	–	–	﹤0.01%	432
2015 Q2	$44K	Hold	870	–	–	﹤0.01%	432
2015 Q1	$45K	Hold	870	–	–	﹤0.01%	443
2014 Q4	$45K	Hold	870	–	–	﹤0.01%	436
2014 Q3	$37K	Hold	870	–	–	﹤0.01%	441
2014 Q2	$37K	Sell	870 -955	-52%	-$40.3K	﹤0.01%	466
2014 Q1	$83K	Hold	1,825	–	–	﹤0.01%	363
2013 Q4	$84K	Hold	1,825	–	–	﹤0.01%	348
2013 Q3	$73K	Sell	1,825 -1,375	-43%	-$51K	﹤0.01%	342
2013 Q2	$102K	Buy	+3,200	New	+$104K	﹤0.01%	320

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BC Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brunswick (BC) in Q1 2022, closing a stake of 354 shares — an estimated $36K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BC in Q2 2013 and held it in 23 quarters. The position peaked at $102K in Q2 2013. 417 funds tracked by Wall St. Rank hold BC as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brunswick position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 354 Brunswick shares in Q1 2022, an estimated $36K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brunswick in Q2 2013 and held it in 23 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Brunswick position peaked at $102K in Q2 2013.
417 funds tracked by Wall St. Rank held Brunswick as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.