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Loring Wolcott & Coolidge Fiduciary Advisors’s Eagle Materials EXP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-21
Closed -$3K – 812
2021
Q2 		$3K Buy
+21
New +$3.02K ﹤0.01% 789

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eagle Materials (EXP) in Q3 2021, closing a stake of 21 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EXP in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 361 funds tracked by Wall St. Rank hold EXP as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eagle Materials position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 21 Eagle Materials shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eagle Materials in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Eagle Materials position peaked at $3K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2021.

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