Loring Wolcott & Coolidge Fiduciary Advisors’s Sea Limited SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-414	Closed	-$17.1K	–	592
2023 Q3	$17.1K	Sell	414 -4,120	-91%	-$201K	﹤0.01%	494
2023 Q2	$263K	Hold	4,534	–	–	﹤0.01%	260
2023 Q1	$392K	Buy	4,534 +430	+10%	+$29.4K	﹤0.01%	218
2022 Q4	$214K	Hold	4,104	–	–	﹤0.01%	279
2022 Q3	$230K	Sell	4,104 -60	-1%	-$4.17K	﹤0.01%	272
2022 Q2	$278K	Buy	4,164 +2,000	+92%	+$170K	﹤0.01%	257
2022 Q1	$259K	Sell	2,164 -5,000	-70%	-$705K	﹤0.01%	273
2021 Q4	$1.6M	Hold	7,164	–	–	0.01%	142
2021 Q3	$2.28M	Hold	7,164	–	–	0.02%	114
2021 Q2	$1.97M	Hold	7,164	–	–	0.02%	127
2021 Q1	$1.6M	Hold	7,164	–	–	0.02%	133
2020 Q4	$1.43M	Buy	7,164 +734	+11%	+$131K	0.02%	133
2020 Q3	$990K	Hold	6,430	–	–	0.01%	142
2020 Q2	$690K	Buy	+6,430	New	+$465K	0.01%	160

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sea Limited (SE) in Q4 2023, closing a stake of 414 shares — an estimated $17.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SE in Q2 2020 and held it in 14 quarters. The position peaked at $2.28M in Q3 2021. 471 funds tracked by Wall St. Rank hold SE as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sea Limited position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 414 Sea Limited shares in Q4 2023, an estimated $17.1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sea Limited in Q2 2020 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Sea Limited position peaked at $2.28M in Q3 2021.
471 funds tracked by Wall St. Rank held Sea Limited as of Q4 2023.

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