Loring Wolcott & Coolidge Fiduciary Advisors’s Equinor EQNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100	Closed	-$2.92K	–	621
2023 Q2	$2.92K	Buy	+100	New	+$2.85K	﹤0.01%	601
2018 Q1	–	Sell	-800	Closed	-$17K	–	749
2017 Q4	$17K	Hold	800	–	–	﹤0.01%	534
2017 Q3	$16K	Hold	800	–	–	﹤0.01%	523
2017 Q2	$15K	Hold	800	–	–	﹤0.01%	520
2017 Q1	$14K	Hold	800	–	–	﹤0.01%	522
2016 Q4	$15K	Hold	800	–	–	﹤0.01%	490
2016 Q3	$13K	Hold	800	–	–	﹤0.01%	520
2016 Q2	$14K	Hold	800	–	–	﹤0.01%	517
2016 Q1	$12K	Hold	800	–	–	﹤0.01%	523
2015 Q4	$11K	Buy	+800	New	+$12.5K	﹤0.01%	559
2014 Q1	–	Sell	-112	Closed	-$3K	–	622
2013 Q4	$3K	Sell	112 -1,017	-90%	-$23.5K	﹤0.01%	571
2013 Q3	$26K	Sell	1,129 -34	-3%	-$745	﹤0.01%	416
2013 Q2	$24K	Buy	+1,163	New	+$26.7K	﹤0.01%	457

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EQNR Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Equinor (EQNR) in Q3 2023, closing a stake of 100 shares — an estimated $2.92K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EQNR in Q2 2013 and held it in 13 quarters. The position peaked at $26K in Q3 2013. 332 funds tracked by Wall St. Rank hold EQNR as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Equinor position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Equinor shares in Q3 2023, an estimated $2.92K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Equinor in Q2 2013 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Equinor position peaked at $26K in Q3 2013.
332 funds tracked by Wall St. Rank held Equinor as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.