Loring Wolcott & Coolidge Fiduciary Advisors’s Plantronics, Inc. POLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-650	Closed	-$18K	–	751
2020 Q4	$18K	Hold	650	–	–	﹤0.01%	520
2020 Q3	$8K	Hold	650	–	–	﹤0.01%	521
2020 Q2	$10K	Hold	650	–	–	﹤0.01%	502
2020 Q1	$7K	Hold	650	–	–	﹤0.01%	566
2019 Q4	$18K	Hold	650	–	–	﹤0.01%	547
2019 Q3	$24K	Buy	+650	New	+$22.1K	﹤0.01%	506

Other funds holding POLY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Plantronics, Inc. (POLY) in Q1 2021, closing a stake of 650 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in POLY in Q3 2019 and held it in 6 quarters. The position peaked at $24K in Q3 2019. 180 funds tracked by Wall St. Rank hold POLY as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Plantronics, Inc. position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 650 Plantronics, Inc. shares in Q1 2021, an estimated $18K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Plantronics, Inc. in Q3 2019 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Plantronics, Inc. position peaked at $24K in Q3 2019.
180 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2021.

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