LWCFA
X

Loring Wolcott & Coolidge Fiduciary Advisors’s US Steel X Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15
Closed – – 948
2021
Q2 		$0 Buy
+15
New +$369 ﹤0.01% 953
2021
Q1 		– Sell
-15
Closed – – 721
2020
Q4 		$0 Buy
+15
New +$186 ﹤0.01% 802

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's X Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of US Steel (X) in Q3 2021, closing a stake of 15 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in X in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 403 funds tracked by Wall St. Rank hold X as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining US Steel position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 15 US Steel shares in Q3 2021.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in US Steel in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's US Steel position peaked at $0 in Q2 2021.
  • 403 funds tracked by Wall St. Rank held US Steel as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.