LWCFA
CTLT

Loring Wolcott & Coolidge Fiduciary Advisors’s CATALENT, INC. CTLT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28
Closed -$3K – 733
2020
Q4 		$3K Buy
+28
New +$2.71K ﹤0.01% 735

Other funds holding CTLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CTLT Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CATALENT, INC. (CTLT) in Q1 2021, closing a stake of 28 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CTLT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 500 funds tracked by Wall St. Rank hold CTLT as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CATALENT, INC. position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 28 CATALENT, INC. shares in Q1 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CATALENT, INC. in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CATALENT, INC. position peaked at $3K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held CATALENT, INC. as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.