Loring Wolcott & Coolidge Fiduciary Advisors’s Bright Horizons BFAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-225	Closed	-$33K	–	767
2021 Q2	$33K	Buy	+225	New	+$33.7K	﹤0.01%	501
2021 Q1	–	Sell	-652	Closed	-$113K	–	346
2020 Q4	$113K	Hold	652	–	–	﹤0.01%	330
2020 Q3	$99K	Hold	652	–	–	﹤0.01%	325
2020 Q2	$76K	Sell	652 -150	-19%	-$17.1K	﹤0.01%	339
2020 Q1	$82K	Hold	802	–	–	﹤0.01%	317
2019 Q4	$121K	Hold	802	–	–	﹤0.01%	326
2019 Q3	$122K	Buy	802 +771	+2,487%	+$121K	﹤0.01%	314
2019 Q2	$5K	Buy	+31	New	+$4.16K	﹤0.01%	603

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BFAM Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Bright Horizons (BFAM) in Q3 2021, closing a stake of 225 shares — an estimated $33K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BFAM in Q2 2019 and held it in 8 quarters. The position peaked at $122K in Q3 2019. 342 funds tracked by Wall St. Rank hold BFAM as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Bright Horizons position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 225 Bright Horizons shares in Q3 2021, an estimated $33K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bright Horizons in Q2 2019 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Bright Horizons position peaked at $122K in Q3 2019.
342 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.