Loring Wolcott & Coolidge Fiduciary Advisors’s TD Synnex SNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-600	Closed	-$22K	–	644
2020 Q1	$22K	Hold	600	–	–	﹤0.01%	457
2019 Q4	$39K	Hold	600	–	–	﹤0.01%	444
2019 Q3	$34K	Hold	600	–	–	﹤0.01%	455
2019 Q2	$30K	Hold	600	–	–	﹤0.01%	465
2019 Q1	$29K	Hold	600	–	–	﹤0.01%	475
2018 Q4	$24K	Buy	+600	New	+$23.7K	﹤0.01%	492

Other funds holding SNX

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SNX Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TD Synnex (SNX) in Q2 2020, closing a stake of 600 shares — an estimated $22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SNX in Q4 2018 and held it in 6 quarters. The position peaked at $39K in Q4 2019. 322 funds tracked by Wall St. Rank hold SNX as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TD Synnex position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 600 TD Synnex shares in Q2 2020, an estimated $22K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TD Synnex in Q4 2018 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's TD Synnex position peaked at $39K in Q4 2019.
322 funds tracked by Wall St. Rank held TD Synnex as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.