LWCFA
IT icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Gartner IT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed -$3K – 503
2020
Q4 		$3K Buy
+18
New +$2.59K ﹤0.01% 728

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Gartner (IT) in Q1 2021, closing a stake of 18 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 574 funds tracked by Wall St. Rank hold IT as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 18 Gartner shares in Q1 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Gartner in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Gartner position peaked at $3K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

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