LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP

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Loring Wolcott & Coolidge Fiduciary Advisors LLP is based out of Boston. Loring Wolcott & Coolidge Fiduciary Advisors LLP is a large advisory firm with 2902 clients and discretionary assets under management (AUM) of $8,953,449,315 (Form ADV from 2019-05-01). Their last reported 13F filing for Q2 2020 included $7,249,730,000 in managed 13F securities and a top 10 holdings concentration of 44.34%. Loring Wolcott & Coolidge Fiduciary Advisors LLP's largest holding is Mastercard Inc with shares held of 1,819,106. Loring Wolcott & Coolidge Fiduciary Advisors LLP has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 82 13F filings

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06/30/2020

13F Activity

  • Market Value $7.25 Billion
  • Prior Market Value $5.965 Billion
  • New Purchases16 stocks
  • Additional Purchases71 stocks
  • Sold out of88 stocks
  • Reduced holdings in161 stocks
  • Top 10 Holdings % 44.34 %
  • Turnover % [1]:17.51%
  • Turnover Alt % [2]: 2.00 %
  • Time Held Top20:24.25 quarters
  • Time Held Top10:21.00 quarters
  • Time Held All:28.15 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 31.16%
Performance Last 4 Quarters: 5.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Moreno Evelyn V
Page Arthur B

View Last Form Adv Compilation Report on Record

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
230 CONGRESS STREET
BOSTON MA    02110-2437
Country: United States

Business Phone: 617-523-6531
Fax: 617-523-6535
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Partnership
Organized in: MA
Number of employees: 95
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 8,738,230,000
Total Number of Clients: 2902
Amount of client funds and securities by related persons: 8,738,230,000
Total Number of clients from related persons: 2558
Disclosures:
Data above was derived from SEC filings.

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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
LORING, PETER, B. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
BALLOU, FREDERICK, D. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
THORNTON, AMY, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI IMPACT INVESTMENTS LLC CHAIRPERSON, MEMBER AND MANAGER direct 1997-04-01
DOMINI IMPACT INVESTMENTS LLC MEMBER, MANAGER indirect 2008-01-01
CHURCH INVESTMENT GROUP DIRECTOR direct 2013-12-01
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGING PRINCIPAL, MANAGER direct 1997-04-01 2002-03-19
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, PRESIDENT direct 1997-04-01 2002-08-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER indirect 2002-07-01 2004-07-13
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, PRESIDENT, CEO direct 1997-04-01 2005-05-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, AND CEO direct 1997-04-01 2010-03-29
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, AND CIO direct 1997-04-01 2014-09-12
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER AND CEO direct 1997-04-01 2015-10-30
RODDY, GILBERT, MORGAN PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 1994-06-01 2010-03-30
PERKINS, WILLIAM, BARTLETT PARTNER, COMPLIANCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, COMPLIANCE PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01 2004-03-15
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER AND CCO direct 2004-10-01 2006-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND CHIEF COMPLIANCE OFFICER direct 1994-06-01 2008-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, SEC COMPLIANCE PARTNER direct 1994-06-01 2015-11-17
WARREN, HUGH, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
DRISCOLL, ROBERT, LEO PARTNER 01/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2000-01-01
BOIT, CHARLES-FREDERICK, DAVID PARTNER AND PRESIDENT 06/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2002-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 2002-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
APPLETON, THOMAS PARTNER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2007-01-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
KORB, JONATHAN, L GENERAL COUNSEL 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2008-01-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP GENERAL COUNSEL direct 2008-01-01
HOLDING, WENDY, SHAW PARTNER 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2009-03-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
MIMS, WILLIAM, ANDREW PARTNER 10/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2013-10-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
COOLIDGE, LAWRENCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LOGAN, AMORY, LORING PARTNER 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2016-07-01
KORMI, NUSHIN PARTNER 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2017-03-01
OKEEFFE, BRIAN, KANE CHIEF COMPLIANCE OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER direct 2019-06-01

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
LORING, PETER, B. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
BALLOU, FREDERICK, D. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
THORNTON, AMY, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI IMPACT INVESTMENTS LLC CHAIRPERSON, MEMBER AND MANAGER direct 1997-04-01
DOMINI IMPACT INVESTMENTS LLC MEMBER, MANAGER indirect 2008-01-01
CHURCH INVESTMENT GROUP DIRECTOR direct 2013-12-01
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGING PRINCIPAL, MANAGER direct 1997-04-01 2002-03-19
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, PRESIDENT direct 1997-04-01 2002-08-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER indirect 2002-07-01 2004-07-13
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, PRESIDENT, CEO direct 1997-04-01 2005-05-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, AND CEO direct 1997-04-01 2010-03-29
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, AND CIO direct 1997-04-01 2014-09-12
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER AND CEO direct 1997-04-01 2015-10-30
RODDY, GILBERT, MORGAN PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 1994-06-01 2010-03-30
PERKINS, WILLIAM, BARTLETT PARTNER, COMPLIANCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, COMPLIANCE PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01 2004-03-15
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER AND CCO direct 2004-10-01 2006-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND CHIEF COMPLIANCE OFFICER direct 1994-06-01 2008-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, SEC COMPLIANCE PARTNER direct 1994-06-01 2015-11-17
WARREN, HUGH, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
DRISCOLL, ROBERT, LEO PARTNER 01/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2000-01-01
BOIT, CHARLES-FREDERICK, DAVID PARTNER AND PRESIDENT 06/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2002-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 2002-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
APPLETON, THOMAS PARTNER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2007-01-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
KORB, JONATHAN, L GENERAL COUNSEL 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2008-01-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP GENERAL COUNSEL direct 2008-01-01
HOLDING, WENDY, SHAW PARTNER 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2009-03-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
MIMS, WILLIAM, ANDREW PARTNER 10/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2013-10-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
SCHMIDT, CHARLES, B CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER direct 2015-11-01
COOLIDGE, LAWRENCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LOGAN, AMORY, LORING PARTNER 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2016-07-01
KORMI, NUSHIN PARTNER 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2017-03-01

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

ownership team - last updated 2018-11-21
Name Title Start Date Direct/Indirect % Ownership
RODDY, GILBERT, MORGAN PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 1994-06-01 2010-03-30
LORING, PETER, B. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
BALLOU, FREDERICK, D. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
THORNTON, AMY, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI IMPACT INVESTMENTS LLC CHAIRPERSON, MEMBER AND MANAGER direct 1997-04-01
DOMINI IMPACT INVESTMENTS LLC MEMBER, MANAGER indirect 2008-01-01
CHURCH INVESTMENT GROUP DIRECTOR direct 2013-12-01
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGING PRINCIPAL, MANAGER direct 1997-04-01 2002-03-19
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, PRESIDENT direct 1997-04-01 2002-08-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER indirect 2002-07-01 2004-07-13
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, PRESIDENT, CEO direct 1997-04-01 2005-05-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, AND CEO direct 1997-04-01 2010-03-29
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, AND CIO direct 1997-04-01 2014-09-12
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER AND CEO direct 1997-04-01 2015-10-30
PERKINS, WILLIAM, BARTLETT PARTNER, COMPLIANCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, COMPLIANCE PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01 2004-03-15
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER AND CCO direct 2004-10-01 2006-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND CHIEF COMPLIANCE OFFICER direct 1994-06-01 2008-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, SEC COMPLIANCE PARTNER direct 1994-06-01 2015-11-17
WARREN, HUGH, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
DRISCOLL, ROBERT, LEO PARTNER 01/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2000-01-01
BOIT, CHARLES-FREDERICK, DAVID PARTNER AND PRESIDENT 06/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2002-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 2002-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
APPLETON, THOMAS PARTNER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2007-01-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
KORB, JONATHAN, L GENERAL COUNSEL 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2008-01-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP GENERAL COUNSEL direct 2008-01-01
HOLDING, WENDY, SHAW PARTNER 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2009-03-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
MIMS, WILLIAM, ANDREW PARTNER 10/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2013-10-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
SCHMIDT, CHARLES, B CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER direct 2015-11-01
COOLIDGE, LAWRENCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LOGAN, AMORY, LORING PARTNER 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2016-07-01
KORMI, NUSHIN PARTNER 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2017-03-01

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

ownership team - last updated 2018-06-15
Name Title Start Date Direct/Indirect % Ownership
LORING, PETER, B. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
BALLOU, FREDERICK, D. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
THORNTON, AMY, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI IMPACT INVESTMENTS LLC CHAIRPERSON, MEMBER AND MANAGER direct 1997-04-01
DOMINI IMPACT INVESTMENTS LLC MEMBER, MANAGER indirect 2008-01-01
CHURCH INVESTMENT GROUP DIRECTOR direct 2013-12-01
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGING PRINCIPAL, MANAGER direct 1997-04-01 2002-03-19
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, PRESIDENT direct 1997-04-01 2002-08-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER indirect 2002-07-01 2004-07-13
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, PRESIDENT, CEO direct 1997-04-01 2005-05-02
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, AND CEO direct 1997-04-01 2010-03-29
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER, CEO, AND CIO direct 1997-04-01 2014-09-12
DOMINI SOCIAL INVESTMENTS LLC MEMBER, MANAGER AND CEO direct 1997-04-01 2015-10-30
RODDY, GILBERT, MORGAN PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 1994-06-01 2010-03-30
PERKINS, WILLIAM, BARTLETT PARTNER, COMPLIANCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, COMPLIANCE PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01 2004-03-15
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER AND CCO direct 2004-10-01 2006-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND CHIEF COMPLIANCE OFFICER direct 1994-06-01 2008-03-27
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER, SEC COMPLIANCE PARTNER direct 1994-06-01 2015-11-17
WARREN, HUGH, L. PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 1994-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
DRISCOLL, ROBERT, LEO PARTNER 01/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2000-01-01
BOIT, CHARLES-FREDERICK, DAVID PARTNER AND PRESIDENT 06/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2002-06-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER AND PRESIDENT direct 2002-06-01
DOMINI SOCIAL INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
APPLETON, THOMAS PARTNER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS PARTNER direct 2007-01-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, THE MICHAEL P. THORNTON QTIP TRUST direct 2016-02-01
KORB, JONATHAN, L GENERAL COUNSEL 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2008-01-01
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP GENERAL COUNSEL direct 2008-01-01
HOLDING, WENDY, SHAW PARTNER 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2009-03-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOHN G. KINDER GST TRUST AND JOHN G. KINDER NON-GST TRUST direct 2016-02-01
MIMS, WILLIAM, ANDREW PARTNER 10/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2013-10-01
DOMINI IMPACT INVESTMENTS LLC TRUSTEE, JOTHAM C. KINDER GST TRUST AND JOTHAM C. KINDER NON-GST TRUST direct 2016-02-01
SCHMIDT, CHARLES, B CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP CHIEF COMPLIANCE OFFICER direct 2015-11-01
COOLIDGE, LAWRENCE PARTNER 06/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 1994-06-01
LOGAN, AMORY, LORING PARTNER 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2016-07-01
KORMI, NUSHIN PARTNER 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP PARTNER direct 2017-03-01

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