Loring Wolcott & Coolidge Fiduciary Advisors’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-145	Closed	-$12.4K	–	578
2024 Q1	$12.4K	Hold	145	–	–	﹤0.01%	483
2023 Q4	$12.4K	Hold	145	–	–	﹤0.01%	488
2023 Q3	$10.4K	Hold	145	–	–	﹤0.01%	516
2023 Q2	$8.97K	Hold	145	–	–	﹤0.01%	547
2023 Q1	$9.59K	Hold	145	–	–	﹤0.01%	517
2022 Q4	$7.63K	Hold	145	–	–	﹤0.01%	512
2022 Q3	$8K	Hold	145	–	–	﹤0.01%	539
2022 Q2	$10K	Hold	145	–	–	﹤0.01%	546
2022 Q1	$13K	Hold	145	–	–	﹤0.01%	542
2021 Q4	$16K	Buy	+145	New	+$14.1K	﹤0.01%	559
2019 Q2	–	Sell	-17	Closed	–	–	764
2019 Q1	$0	Buy	+17	New	+$754	﹤0.01%	757
2018 Q2	–	Sell	-56	Closed	-$3K	–	726
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	647
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	664
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	666
2017 Q2	$2K	Buy	+56	New	+$2.44K	﹤0.01%	627

Other funds holding STX

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's STX Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Seagate (STX) in Q2 2024, closing a stake of 145 shares — an estimated $12.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STX in Q2 2017 and held it in 15 quarters. The position peaked at $16K in Q4 2021. 797 funds tracked by Wall St. Rank hold STX as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Seagate position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 145 Seagate shares in Q2 2024, an estimated $12.4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Seagate in Q2 2017 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Seagate position peaked at $16K in Q4 2021.
797 funds tracked by Wall St. Rank held Seagate as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.