Loring Wolcott & Coolidge Fiduciary Advisors’s Covetrus, Inc. Common Stock CVET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,000	Closed	-$21K	–	616
2022 Q3	$21K	Hold	1,000	–	–	﹤0.01%	485
2022 Q2	$21K	Hold	1,000	–	–	﹤0.01%	502
2022 Q1	$17K	Hold	1,000	–	–	﹤0.01%	524
2021 Q4	$20K	Hold	1,000	–	–	﹤0.01%	537
2021 Q3	$18K	Hold	1,000	–	–	﹤0.01%	532
2021 Q2	$27K	Buy	+1,000	New	+$28K	﹤0.01%	517
2021 Q1	–	Sell	-1,000	Closed	-$29K	–	749
2020 Q4	$29K	Hold	1,000	–	–	﹤0.01%	479
2020 Q3	$24K	Hold	1,000	–	–	﹤0.01%	452
2020 Q2	$18K	Hold	1,000	–	–	﹤0.01%	465
2020 Q1	$8K	Hold	1,000	–	–	﹤0.01%	560
2019 Q4	$13K	Sell	1,000 -8	-0.8%	-$97	﹤0.01%	571
2019 Q3	$12K	Sell	1,008 -152	-13%	-$2.81K	﹤0.01%	555
2019 Q2	$28K	Sell	1,160 -40	-3%	-$1.15K	﹤0.01%	480
2019 Q1	$38K	Buy	+1,200	New	+$42.6K	﹤0.01%	431

Other funds holding CVET

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CVET Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CVET in Q1 2019 and held it in 14 quarters. The position peaked at $38K in Q1 2019. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $21K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Covetrus, Inc. Common Stock in Q1 2019 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Covetrus, Inc. Common Stock position peaked at $38K in Q1 2019.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.