Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04-23-2024 | 03-31-2024 | 666 | 10,061,656,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UGI CORP NEW | COMMON STOCK | 601 | $28,079 | 1,102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WABTEC CORP | COMMON STOCK | 602 | $27,827 | 191 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARATHON PETROLEUM CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 167 | +Inf | 03-31-2024 | |
| PUBLIC STORAGE INC | COMMON STOCK | 604 | $26,144 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
