Loring Wolcott & Coolidge Fiduciary Advisors’s New York Times NYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-275	Closed	-$13.4K	–	583
2023 Q4	$13.4K	Hold	275	–	–	﹤0.01%	485
2023 Q3	$11.4K	Hold	275	–	–	﹤0.01%	513
2023 Q2	$10.8K	Hold	275	–	–	﹤0.01%	539
2023 Q1	$10.7K	Sell	275 -285	-51%	-$10.5K	﹤0.01%	509
2022 Q4	$18.2K	Hold	560	–	–	﹤0.01%	468
2022 Q3	$16K	Hold	560	–	–	﹤0.01%	501
2022 Q2	$16K	Hold	560	–	–	﹤0.01%	522
2022 Q1	$26K	Hold	560	–	–	﹤0.01%	503
2021 Q4	$27K	Sell	560 -2,755	-83%	-$136K	﹤0.01%	518
2021 Q3	$163K	Buy	3,315 +2,755	+492%	+$130K	﹤0.01%	335
2021 Q2	$24K	Buy	+560	New	+$24.9K	﹤0.01%	527
2021 Q1	–	Sell	-560	Closed	-$29K	–	569
2020 Q4	$29K	Buy	+560	New	+$24.9K	﹤0.01%	478
2016 Q3	–	Sell	-5,673	Closed	-$69K	–	629
2016 Q2	$69K	Hold	5,673	–	–	﹤0.01%	365
2016 Q1	$71K	Buy	5,673 +1,549	+38%	+$19.6K	﹤0.01%	352
2015 Q4	$55K	Buy	+4,124	New	+$55.1K	﹤0.01%	409

Other funds holding NYT

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NYT Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of New York Times (NYT) in Q1 2024, closing a stake of 275 shares — an estimated $13.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NYT in Q4 2015 and held it in 15 quarters. The position peaked at $163K in Q3 2021. 414 funds tracked by Wall St. Rank hold NYT as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining New York Times position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 275 New York Times shares in Q1 2024, an estimated $13.4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in New York Times in Q4 2015 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's New York Times position peaked at $163K in Q3 2021.
414 funds tracked by Wall St. Rank held New York Times as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.