LWCFA
ESTE

Loring Wolcott & Coolidge Fiduciary Advisors’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ESTE Stock Details ESTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-708
Closed -$8K – 974
2021
Q2 		$8K Buy
+708
New +$6.43K ﹤0.01% 686

Other funds holding ESTE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESTE Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Earthstone Energy Inc. Class A Common Stock (ESTE) in Q3 2021, closing a stake of 708 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESTE in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 100 funds tracked by Wall St. Rank hold ESTE as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Earthstone Energy Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 708 Earthstone Energy Inc. Class A Common Stock shares in Q3 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Earthstone Energy Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Earthstone Energy Inc. Class A Common Stock position peaked at $8K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Earthstone Energy Inc. Class A Common Stock as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.