13F-HR filed by Moreno Evelyn V
Moreno Evelyn V filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-03, with 69 holding rows worth $369,661,000.
- Accession
- 0001598011-20-000004
- Filer
- CIK 1598011
- Filed
- 2020-11-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A combination report, 131 entries on the cover page, a total value of $369,661,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $369,661,000 with VALUE read as thousands by filing date, 13F file number 028-15768. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerLORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA028-04578
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 234,293 | $27,133,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 58,164 | $19,708,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 89,761 | $18,880,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 4,793 | $15,092,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 45,719 | $11,490,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 47,510 | $10,231,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 45,597 | $9,501,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 27,401 | $9,267,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 174,787 | $9,051,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 64,108 | $8,910,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 135,015 | $8,593,000 | thousands by filing date | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 38,927 | $8,591,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 173,966 | $8,048,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,351 | $7,864,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 139,332 | $7,754,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 80,416 | $7,742,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 128,447 | $7,642,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 72,238 | $7,507,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 28,215 | $7,390,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 4,283 | $7,327,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 64,305 | $7,278,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 52,245 | $7,241,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 80,794 | $7,026,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 97,944 | $6,879,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 97,552 | $6,773,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 66,040 | $6,608,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 129,660 | $6,401,000 | thousands by filing date | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 26,888 | $5,868,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 20,531 | $5,701,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 42,483 | $5,447,000 | thousands by filing date | |
| INSULET CORP COM | 45784P101 | Stock | 22,500 | $5,323,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 17,244 | $5,137,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 86,538 | $5,054,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,336 | $4,890,000 | thousands by filing date | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 45,107 | $4,881,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 131,198 | $4,703,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 193,730 | $4,667,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 14,960 | $4,153,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 8,287 | $4,064,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 16,289 | $3,937,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 31,606 | $3,922,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 9,849 | $3,892,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 21,585 | $3,580,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 13,942 | $2,969,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 21,235 | $2,939,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 33,686 | $2,795,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 18,649 | $2,793,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 5,607 | $2,475,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 7,210 | $2,415,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 47,600 | $1,426,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 32,689 | $1,122,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 5,434 | $1,070,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 23,470 | $1,035,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 5,908 | $880,000 | thousands by filing date | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 10,775 | $860,000 | thousands by filing date | |
| PIONEER NATURAL RESOURCES CO | 723787107 | COM | 7,727 | $664,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 2,895 | $654,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,578 | $638,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259107 | SPON ADR B | 25,563 | $619,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259206 | SPONS ADR A | 21,230 | $534,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,390 | $462,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 7,022 | $417,000 | thousands by filing date | |
| OMEGA FLEX INC | 682095104 | COMMON STOCK | 2,000 | $313,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 2,050 | $303,000 | thousands by filing date | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 3,000 | $281,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 2,500 | $251,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 1,800 | $225,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,370 | $219,000 | thousands by filing date | |
| Schlumberger Limited | 806857108 | COM | 10,013 | $156,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001598011-20-000004 | this filing | 2020-11-03 | acceptance time not in the bulk data set |