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Loring Wolcott & Coolidge Fiduciary Advisors’s Tejon Ranch TRC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-466
Closed -$7K – 669
2020
Q4 		$7K Buy
+466
New +$6.8K ﹤0.01% 650

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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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Tejon Ranch (TRC) in Q1 2021, closing a stake of 466 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TRC in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 108 funds tracked by Wall St. Rank hold TRC as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Tejon Ranch position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 466 Tejon Ranch shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tejon Ranch in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Tejon Ranch position peaked at $7K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Tejon Ranch as of Q1 2021.

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