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Loring Wolcott & Coolidge Fiduciary Advisors’s CACI CACI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$163K – 561
2023
Q3 		$163K Hold
500
– – ﹤0.01% 304
2023
Q2 		$170K Buy
+500
New +$155K ﹤0.01% 306

Other funds holding CACI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CACI (CACI) in Q4 2023, closing a stake of 500 shares — an estimated $163K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CACI in Q2 2023 and held it in 2 quarters. The position peaked at $170K in Q2 2023. 467 funds tracked by Wall St. Rank hold CACI as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CACI position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 500 CACI shares in Q4 2023, an estimated $163K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CACI in Q2 2023 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CACI position peaked at $170K in Q2 2023.
  • 467 funds tracked by Wall St. Rank held CACI as of Q4 2023.

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