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Loring Wolcott & Coolidge Fiduciary Advisors’s Scholastic SCHL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SCHL Stock Details SCHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-219
Closed -$5K – 624
2020
Q4 		$5K Buy
+219
New +$5.04K ﹤0.01% 691
2020
Q1 		– Sell
-50
Closed -$2K – 701
2019
Q4 		$2K Buy
+50
New +$1.88K ﹤0.01% 657
2019
Q2 		– Sell
-33
Closed -$1K – 760
2019
Q1 		$1K Hold
33
– – ﹤0.01% 687
2018
Q4 		$1K Buy
+33
New +$1.43K ﹤0.01% 678

Other funds holding SCHL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Scholastic (SCHL) in Q1 2021, closing a stake of 219 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHL in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 135 funds tracked by Wall St. Rank hold SCHL as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Scholastic position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 219 Scholastic shares in Q1 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Scholastic in Q4 2018 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Scholastic position peaked at $5K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Scholastic as of Q1 2021.

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