Loring Wolcott & Coolidge Fiduciary Advisors’s Materion MTRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-457	Closed	-$53.7K	–	570
2024 Q1	$53.7K	Hold	457	–	–	﹤0.01%	389
2023 Q4	$53.5K	Hold	457	–	–	﹤0.01%	396
2023 Q3	$48.5K	Hold	457	–	–	﹤0.01%	422
2023 Q2	$52.2K	Hold	457	–	–	﹤0.01%	421
2023 Q1	$53K	Hold	457	–	–	﹤0.01%	400
2022 Q4	$40K	Hold	457	–	–	﹤0.01%	425
2022 Q3	$37K	Hold	457	–	–	﹤0.01%	446
2022 Q2	$34K	Hold	457	–	–	﹤0.01%	469
2022 Q1	$39K	Hold	457	–	–	﹤0.01%	467
2021 Q4	$42K	Hold	457	–	–	﹤0.01%	478
2021 Q3	$31K	Hold	457	–	–	﹤0.01%	494
2021 Q2	$34K	Buy	+457	New	+$33.9K	﹤0.01%	500
2021 Q1	–	Sell	-457	Closed	-$29K	–	553
2020 Q4	$29K	Hold	457	–	–	﹤0.01%	477
2020 Q3	$24K	Hold	457	–	–	﹤0.01%	451
2020 Q2	$28K	Hold	457	–	–	﹤0.01%	420
2020 Q1	$16K	Hold	457	–	–	﹤0.01%	493
2019 Q4	$27K	Hold	457	–	–	﹤0.01%	498
2019 Q3	$28K	Hold	457	–	–	﹤0.01%	478
2019 Q2	$31K	Hold	457	–	–	﹤0.01%	459
2019 Q1	$26K	Hold	457	–	–	﹤0.01%	487
2018 Q4	$21K	Hold	457	–	–	﹤0.01%	518
2018 Q3	$28K	Hold	457	–	–	﹤0.01%	469
2018 Q2	$25K	Sell	457 -43	-9%	-$2.33K	﹤0.01%	488
2018 Q1	$26K	Hold	500	–	–	﹤0.01%	510
2017 Q4	$24K	Hold	500	–	–	﹤0.01%	496
2017 Q3	$22K	Hold	500	–	–	﹤0.01%	496
2017 Q2	$19K	Hold	500	–	–	﹤0.01%	497
2017 Q1	$17K	Hold	500	–	–	﹤0.01%	508
2016 Q4	$20K	Hold	500	–	–	﹤0.01%	475
2016 Q3	$15K	Hold	500	–	–	﹤0.01%	505
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	527
2016 Q1	$13K	Hold	500	–	–	﹤0.01%	516
2015 Q4	$14K	Buy	+500	New	+$15.1K	﹤0.01%	538

Other funds holding MTRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MTRN Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Materion (MTRN) in Q2 2024, closing a stake of 457 shares — an estimated $53.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MTRN in Q4 2015 and held it in 33 quarters. The position peaked at $53.7K in Q1 2024. 246 funds tracked by Wall St. Rank hold MTRN as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Materion position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 457 Materion shares in Q2 2024, an estimated $53.7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Materion in Q4 2015 and held it in 33 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Materion position peaked at $53.7K in Q1 2024.
246 funds tracked by Wall St. Rank held Materion as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.