Loring Wolcott & Coolidge Fiduciary Advisors’s Revvity RVTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-300	Closed	-$25.2K	–	590
2023 Q3	$25.2K	Hold	300	–	–	﹤0.01%	463
2023 Q2	$35.6K	Hold	300	–	–	﹤0.01%	458
2023 Q1	$40K	Hold	300	–	–	﹤0.01%	432
2022 Q4	$42.1K	Hold	300	–	–	﹤0.01%	422
2022 Q3	$36K	Hold	300	–	–	﹤0.01%	452
2022 Q2	$43K	Sell	300 -26	-8%	-$3.9K	﹤0.01%	447
2022 Q1	$57K	Hold	326	–	–	﹤0.01%	428
2021 Q4	$66K	Hold	326	–	–	﹤0.01%	432
2021 Q3	$56K	Hold	326	–	–	﹤0.01%	452
2021 Q2	$50K	Buy	+326	New	+$45.8K	﹤0.01%	474
2021 Q1	–	Sell	-49	Closed	-$7K	–	615
2020 Q4	$7K	Buy	49 +23	+88%	+$3.06K	﹤0.01%	643
2020 Q3	$3K	Hold	26	–	–	﹤0.01%	563
2020 Q2	$3K	Hold	26	–	–	﹤0.01%	557
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	621
2019 Q4	$3K	Hold	26	–	–	﹤0.01%	631
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	648
2019 Q2	$3K	Hold	26	–	–	﹤0.01%	648
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	626
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	642
2018 Q3	$3K	Hold	26	–	–	﹤0.01%	587
2018 Q2	$2K	Hold	26	–	–	﹤0.01%	621
2018 Q1	$2K	Hold	26	–	–	﹤0.01%	669
2017 Q4	$2K	Hold	26	–	–	﹤0.01%	661
2017 Q3	$2K	Buy	+26	New	+$1.74K	﹤0.01%	662

Other funds holding RVTY

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RVTY Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Revvity (RVTY) in Q4 2023, closing a stake of 300 shares — an estimated $25.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RVTY in Q3 2017 and held it in 24 quarters. The position peaked at $66K in Q4 2021. 489 funds tracked by Wall St. Rank hold RVTY as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Revvity position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 300 Revvity shares in Q4 2023, an estimated $25.2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Revvity in Q3 2017 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Revvity position peaked at $66K in Q4 2021.
489 funds tracked by Wall St. Rank held Revvity as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.