Moreno Evelyn V

13F Portfolio Filings

Latest 13F report
Q4 2023 - Feb 9, 2024
Value $
$212M
Signature - Title
Dennis Kushmerek - Trust Operations Senior Specialist
Location
C/O Nixon Peabody, 53 State Street, Boston, MA
Holdings Value

List of Other Managers Reporting for Moreno Evelyn V:

Name Holdings Value Location File Number
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $10.8B Boston, MA 028-04578
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 140 $212M +$12.4M -$308M -$296M AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 2/9/2024, 04:56 PM
Q3 2023 141 $459M +$34.3M -$23.7M +$10.6M AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 10/23/2023, 12:01 PM
Q2 2023 125 $468M +$6.54M -$14.4M -$7.87M AAPL, MSFT, MDY, AMZN, NVDA 13F-HR 7/27/2023, 10:07 AM
Q1 2023 121 $441M +$14.8M -$18.1M -$3.3M AAPL, MSFT, MDY, AMZN, GOOG Restatement 5/12/2023, 03:01 PM
Q4 2022 163 $432M +$197M -$1.97M +$195M AAPL, MDY, MSFT, GOOG, AMZN 13F-HR 2/8/2023, 06:12 PM
Q3 2022 142 $221M +$23.7M -$176M -$152M AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 11/9/2022, 05:42 PM
Q2 2022 158 $429M +$55.6M -$21.8M +$33.8M AAPL, MSFT, MDY, GOOG, AMZN 13F-HR 8/11/2022, 04:44 PM
Q1 2022 109 $494M +$32.6M -$4.64M +$28M AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 5/12/2022, 05:19 PM
Q4 2021 59 $500M +$51.4M -$8.87M +$42.5M AAPL, MSFT, MDY, AMZN, GOOG 13F-HR 2/8/2022, 04:24 PM
Q3 2021 58 $425M +$12.1M -$10.2M +$1.86M AAPL, MDY, MSFT, AMZN, GOOG 13F-HR 10/25/2021, 07:08 PM
Q2 2021 55 $426M +$11.1M -$35.8M -$24.8M AAPL, MDY, MSFT, AMZN, GOOG 13F-HR 7/14/2021, 02:13 PM
Q1 2021 61 $420M +$292K -$2.12M -$1.82M AAPL, MDY, MSFT, AMZN, JPM 13F-HR 4/23/2021, 07:55 PM
Q4 2020 61 $403M +$18.8M -$12.2M +$6.65M AAPL, MDY, MSFT, AMZN, SYK 13F-HR 2/9/2021, 05:53 PM
Q3 2020 69 $370M +$29.2M -$14.5M +$14.7M AAPL, MDY, MSFT, AMZN, CRM 13F-HR 11/2/2020, 04:59 PM
Q2 2020 67 $344M +$3.06M -$4.12M -$1.06M AAPL, MDY, MSFT, AMZN, INTC 13F-HR 7/23/2020, 12:54 PM
Q1 2020 64 $295M +$11.3M -$11.2M +$120K AAPL, MDY, MSFT, INTC, AMZN 13F-HR 4/21/2020, 05:59 PM
Q4 2019 65 $372M +$652K -$21.7M -$21.1M MDY, AAPL, MSFT, EFA, INTC 13F-HR 1/27/2020, 11:13 AM
Q3 2019 66 $365M +$36.2M -$9.03M +$27.1M MDY, AAPL, MSFT, EFA, SYK 13F-HR 11/5/2019, 08:42 AM
Q2 2019 57 $329M +$8.55M -$17.1M -$8.56M MDY, AAPL, MSFT, EFA, SYK 13F-HR 8/1/2019, 04:16 PM
Q1 2019 65 $339M +$6.9M -$6.03M +$879K MDY, EFA, AAPL, MSFT, INTC 13F-HR 4/17/2019, 05:29 PM
Q4 2018 62 $303M +$17.7M -$19.2M -$1.42M MDY, EFA, AAPL, MSFT, INTC 13F-HR 1/14/2019, 03:38 PM
Q3 2018 64 $357M +$1.34M -$12.3M -$11M MDY, AAPL, EFA, MSFT, TJX 13F-HR 10/23/2018, 12:58 PM
Q2 2018 64 $343M +$18.1M -$9.49M +$8.56M MDY, EFA, AAPL, MSFT, INTC 13F-HR 7/26/2018, 03:48 PM
Q1 2018 61 $327M +$11.8M -$2.91M +$8.85M MDY, EFA, AAPL, INTC, MSFT 13F-HR 4/19/2018, 05:04 PM
Q4 2017 65 $331M +$7.03M -$23.1M -$16M MDY, EFA, AAPL, INTC, MSFT 13F-HR 2/6/2018, 12:14 PM
Q3 2017 66 $334M +$3M -$4.43M -$1.42M MDY, EFA, AAPL, CTSH, PCLN 13F-HR 11/3/2017, 04:01 PM
Q2 2017 69 $326M +$2.84M -$13.4M -$10.5M MDY, EFA, AAPL, PCLN, SYK 13F-HR 7/21/2017, 04:17 PM
Q1 2017 69 $329M +$52.8M -$5.32M +$47.5M MDY, EFA, AAPL, SYK, PCLN 13F-HR 4/5/2017, 11:32 AM
Q4 2016 68 $277M +$9.3M -$8.3M +$1M MDY, EFA, AAPL, USB, SYK 13F-HR 1/10/2017, 12:52 PM
Q3 2016 67 $273M +$9.5M -$5.47M +$4.03M MDY, EFA, AAPL, INTC, SYK Restatement 10/24/2016, 12:49 PM
Q2 2016 67 $264M +$17.2M -$12.9M +$4.35M MDY, EFA, AAPL, SYK, XOM 13F-HR 7/7/2016, 04:16 PM
Q1 2016 69 $258M +$21.4M -$9.51M +$11.9M EFA, MDY, AAPL, CVS, SYK 13F-HR 4/20/2016, 12:04 PM
Q4 2015 67 $240M +$25.5M -$11.7M +$13.8M EFA, MDY, AAPL, CVS, TJX 13F-HR 1/6/2016, 01:31 PM
Q3 2015 70 $233M +$3.3M -$684K +$2.62M EFA, VWO, MDY, AAPL, CVS 13F-HR 10/6/2015, 05:11 PM
Q2 2015 72 $252M +$1.02M -$5.91M -$4.89M EFA, VWO, MDY, AAPL, CVS 13F-HR 7/8/2015, 04:42 PM
Q1 2015 77 $265M +$6.59M -$9.21M -$2.61M EFA, VWO, MDY, AAPL, CVS 13F-HR 4/3/2015, 10:08 AM
Q4 2014 77 $272M +$7.12M -$8.16M -$1.04M EFA, VWO, MDY, CVS, AAPL 13F-HR 1/23/2015, 12:23 PM
Q3 2014 73 $261M +$3.38M -$5.34M -$1.96M EFA, VWO, MDY, SLB, AAPL 13F-HR 10/7/2014, 04:35 PM
Q2 2014 76 $266M +$12.8M -$2.13M +$10.7M EFA, VWO, MDY, SLB, MRK 13F-HR 7/2/2014, 03:41 PM
Q1 2014 78 $254M +$12.1M -$1.44M +$10.6M EFA, VWO, MRK, MDY, SLB 13F-HR 4/1/2014, 01:25 PM
Q4 2013 76 $242M EFA, VWO, MDY, MRK, SLB 13F-HR 2/10/2014, 07:44 AM