LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Holdings in PH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $182,036,131 | 207,104 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $157,660,324 | 207,954 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $146,008,167 | 209,040 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $127,376,182 | 209,552 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $120,575,386 | 189,575 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $120,051,486 | 190,009 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $97,042,177 | 191,855 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $106,439,898 | 191,511 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $184,280 | 400 | Shares | Other | 2024-02-01 |
| 2023-09-30 | $69,735,764 | 179,030 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $62,321,370 | 159,782 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $37,079,655 | 110,320 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $885,222 | 3,042 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $549,559 | 2,268 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $558,533 | 2,270 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $644,135 | 2,270 | Shares | Sole | 2022-04-13 |
| 2021-12-31 | $722,132 | 2,270 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $634,737 | 2,270 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $710,038 | 2,312 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $727,697 | 2,307 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $637,439 | 2,340 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $473,475 | 2,340 | Shares | Sole | 2020-10-15 |
| 2020-06-30 | $472,836 | 2,580 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $334,703 | 2,580 | Shares | Sole | 2020-04-15 |