Loring Wolcott & Coolidge Fiduciary Advisors’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-36	Closed	-$3K	–	408
2020 Q4	$3K	Buy	+36	New	+$2.97K	﹤0.01%	723
2020 Q1	–	Sell	-30	Closed	-$2K	–	665
2019 Q4	$2K	Buy	+30	New	+$1.99K	﹤0.01%	642
2019 Q3	–	Sell	-16	Closed	-$1K	–	687
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	686
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	673
2018 Q4	$0	Buy	+16	New	+$1.08K	﹤0.01%	699
2015 Q4	–	Sell	-250	Closed	-$10K	–	647
2015 Q3	$10K	Hold	250	–	–	﹤0.01%	542
2015 Q2	$10K	Hold	250	–	–	﹤0.01%	542
2015 Q1	$10K	Hold	250	–	–	﹤0.01%	561
2014 Q4	$11K	Hold	250	–	–	﹤0.01%	542
2014 Q3	$10K	Hold	250	–	–	﹤0.01%	534
2014 Q2	$11K	Hold	250	–	–	﹤0.01%	552
2014 Q1	$11K	Hold	250	–	–	﹤0.01%	539
2013 Q4	$10K	Hold	250	–	–	﹤0.01%	524
2013 Q3	$9K	Hold	250	–	–	﹤0.01%	499
2013 Q2	$8K	Buy	+250	New	+$8.38K	﹤0.01%	544

Other funds holding DLB

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dolby (DLB) in Q1 2021, closing a stake of 36 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DLB in Q2 2013 and held it in 15 quarters. The position peaked at $11K in Q4 2014. 372 funds tracked by Wall St. Rank hold DLB as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dolby position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 36 Dolby shares in Q1 2021, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dolby in Q2 2013 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Dolby position peaked at $11K in Q4 2014.
372 funds tracked by Wall St. Rank held Dolby as of Q1 2021.

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