Loring Wolcott & Coolidge Fiduciary Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-94	Closed	-$9K	–	896
2021 Q2	$9K	Buy	+94	New	+$9.79K	﹤0.01%	651
2021 Q1	–	Sell	-78	Closed	-$11K	–	606
2020 Q4	$11K	Buy	+78	New	+$9.25K	﹤0.01%	560

Other funds holding RARE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RARE Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ultragenyx Pharmaceutical (RARE) in Q3 2021, closing a stake of 94 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RARE in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 222 funds tracked by Wall St. Rank hold RARE as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ultragenyx Pharmaceutical position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 94 Ultragenyx Pharmaceutical shares in Q3 2021, an estimated $9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ultragenyx Pharmaceutical in Q4 2020 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Ultragenyx Pharmaceutical position peaked at $11K in Q4 2020.
222 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.