Loring Wolcott & Coolidge Fiduciary Advisors’s Liberty Global Class A LBTYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-31	Closed	-$372	–	572
2024 Q4	$372	Sell	31 -666	-96%	-$11.1K	﹤0.01%	549
2024 Q3	$14.4K	Hold	697	–	–	﹤0.01%	479
2024 Q2	$13.3K	Hold	697	–	–	﹤0.01%	477
2024 Q1	$11.5K	Hold	697	–	–	﹤0.01%	485
2023 Q4	$13.7K	Hold	697	–	–	﹤0.01%	483
2023 Q3	$10.9K	Sell	697 -332	-32%	-$5.99K	﹤0.01%	514
2023 Q2	$17.3K	Hold	1,029	–	–	﹤0.01%	513
2023 Q1	$20.1K	Hold	1,029	–	–	﹤0.01%	469
2022 Q4	$19.5K	Hold	1,029	–	–	﹤0.01%	465
2022 Q3	$16K	Hold	1,029	–	–	﹤0.01%	500
2022 Q2	$22K	Hold	1,029	–	–	﹤0.01%	496
2022 Q1	$26K	Hold	1,029	–	–	﹤0.01%	502
2021 Q4	$29K	Hold	1,029	–	–	﹤0.01%	509
2021 Q3	$31K	Hold	1,029	–	–	﹤0.01%	493
2021 Q2	$28K	Buy	+1,029	New	+$27.8K	﹤0.01%	515
2021 Q1	–	Sell	-1,029	Closed	-$25K	–	525
2020 Q4	$25K	Hold	1,029	–	–	﹤0.01%	488
2020 Q3	$22K	Hold	1,029	–	–	﹤0.01%	460
2020 Q2	$22K	Hold	1,029	–	–	﹤0.01%	433
2020 Q1	$17K	Hold	1,029	–	–	﹤0.01%	486
2019 Q4	$23K	Sell	1,029 -1	-0.1%	-$24	﹤0.01%	525
2019 Q3	$25K	Sell	1,030 -1	-0.1%	-$27	﹤0.01%	492
2019 Q2	$28K	Hold	1,031	–	–	﹤0.01%	476
2019 Q1	$26K	Hold	1,031	–	–	﹤0.01%	486
2018 Q4	$22K	Hold	1,031	–	–	﹤0.01%	509
2018 Q3	$30K	Hold	1,031	–	–	﹤0.01%	462
2018 Q2	$28K	Hold	1,031	–	–	﹤0.01%	477
2018 Q1	$32K	Hold	1,031	–	–	﹤0.01%	488
2017 Q4	$37K	Hold	1,031	–	–	﹤0.01%	466
2017 Q3	$35K	Hold	1,031	–	–	﹤0.01%	458
2017 Q2	$35K	Hold	1,031	–	–	﹤0.01%	446
2017 Q1	$37K	Hold	1,031	–	–	﹤0.01%	440
2016 Q4	$32K	Hold	1,031	–	–	﹤0.01%	433
2016 Q3	$35K	Sell	1,031 -141	-12%	-$4.48K	﹤0.01%	431
2016 Q2	$34K	Sell	1,172 -10	-0.8%	-$325	﹤0.01%	432
2016 Q1	$40K	Hold	1,182	–	–	﹤0.01%	422
2015 Q4	$44K	Hold	1,182	–	–	﹤0.01%	438
2015 Q3	$56K	Sell	1,182 -68	-5%	-$2.96K	﹤0.01%	409
2015 Q2	$56K	Hold	1,250	–	–	﹤0.01%	409
2015 Q1	$53K	Hold	1,250	–	–	﹤0.01%	425
2014 Q4	$52K	Sell	1,250 -6,062	-83%	-$233K	﹤0.01%	422
2014 Q3	$257K	Hold	7,312	–	–	0.01%	238
2014 Q2	$267K	Buy	7,312 +6,062	+485%	+$212K	0.01%	241
2014 Q1	$43K	Sell	1,250 -1,250	-50%	-$44K	﹤0.01%	423
2013 Q4	$92K	Sell	2,500 -2,425	-49%	-$81.3K	﹤0.01%	337
2013 Q3	$161K	Sell	4,925 -364	-7%	-$11.8K	﹤0.01%	260
2013 Q2	$160K	Buy	+5,289	New	+$162K	0.01%	276

Other funds holding LBTYA

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LBTYA Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Liberty Global Class A (LBTYA) in Q1 2025, closing a stake of 31 shares — an estimated $372 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LBTYA in Q2 2013 and held it in 46 quarters. The position peaked at $267K in Q2 2014. 267 funds tracked by Wall St. Rank hold LBTYA as of Q1 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Liberty Global Class A position as of Q1 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 31 Liberty Global Class A shares in Q1 2025, an estimated $372.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Liberty Global Class A in Q2 2013 and held it in 46 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Liberty Global Class A position peaked at $267K in Q2 2014.
267 funds tracked by Wall St. Rank held Liberty Global Class A as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.