Choate Investment Advisors Purchases in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
905
+ 61.77%
$471.27 - $550.62 $426K - $498K
2.37K $1.24M
PRF
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$40.15 - $42.9 $482K - $515K
12K $484K
IWS
Ishares Russell Midcap Value E

ETFs
3.72K
New
$128.08 - $140.32 $476K - $522K
3.72K $481K
KMB
Kimberly Clark Corp

Consumer Defensive
3.75K
+ 233.75%
$130.37 - $146.09 $489K - $548K
5.36K $702K
SAP
Sap Se

Technology
1.76K
New
$218.13 - $255.54 $385K - $451K
1.76K $434K
AEP
American Electric Power CO Inc

Utilities
4.55K
New
$90.91 - $102.21 $413K - $465K
4.55K $419K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
723
+ 40.99%
$563.99 - $620.12 $408K - $448K
2.49K $1.42M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.47K
New
$264.18 - $304.19 $389K - $448K
1.47K $412K
MS
Morgan Stanley

Financial Services
1.13K
+ 11.39%
$104.42 - $134.99 $118K - $152K
11K $1.39M
ORCL
Oracle Corp

Technology
2.83K
+ 7.99%
$165.41 - $192.43 $469K - $545K
38.3K $6.38M
SYK
Stryker Corp

Healthcare
928
+ 9.44%
$345.14 - $392.15 $320K - $364K
10.8K $3.88M
TM
Toyota Motor Corp

Consumer Cyclical
1.65K
New
$169.2 - $199.52 $279K - $329K
1.65K $320K
VT
Vanguard Total World Stk Index

ETFs
4.15K
+ 5.42%
$117.09 - $123.07 $486K - $510K
80.7K $9.48M
XLY
Select Sector Spdr Consumer Di

ETFs
601
+ 8.64%
$194.8 - $239.43 $117K - $144K
7.56K $1.7M
FTV
Fortive Corp

Technology
3.99K
New
$71.16 - $79.68 $284K - $318K
3.99K $299K
HSBC
Hsbc Holdings PLC

Financial Services
5.93K
New
$43.83 - $49.51 $260K - $294K
5.93K $293K
TROW
Price T Rowe Group Inc

Financial Services
2.56K
New
$106.48 - $124.69 $272K - $319K
2.56K $289K
BA
Boeing CO

Industrials
335
+ 3.65%
$138.14 - $180.72 $46.3K - $60.5K
9.51K $1.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.47K
+ 2.48%
$61.68 - $67.87 $275K - $303K
185K $11.5M
KKR
Kkr & Co. Inc.

Financial Services
233
+ 1.7%
$129.87 - $162.87 $30.3K - $37.9K
14K $2.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
920
+ 62.33%
$278.49 - $315.16 $256K - $290K
2.4K $680K
MO
Altria Group, Inc.

Consumer Defensive
4.87K
+ 64.75%
$49.06 - $57.74 $239K - $281K
12.4K $647K
SO
Southern CO

Utilities
3.16K
New
$81.5 - $94.15 $258K - $298K
3.16K $260K
WM
Waste Management Inc

Industrials
1.42K
+ 25.65%
$201.79 - $228.46 $287K - $324K
6.96K $1.4M
SPYG
Spdr Portfolio

ETFs
2.86K
New
$81.74 - $91.38 $234K - $261K
2.86K $251K
DOV
Dover Corp

Industrials
1.5K
+ 17.96%
$184.72 - $206.51 $277K - $309K
9.83K $1.84M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.3K
New
$180.39 - $205.43 $234K - $267K
1.3K $246K
GLOB
Globant S.A.

Technology
1.14K
New
$193.45 - $236.83 $221K - $271K
1.14K $245K
SHEL
Shell PLC

Energy
4.08K
+ 119.04%
$60.63 - $70.23 $247K - $286K
7.5K $470K
MCK
Mckesson Corp

Healthcare
123
+ 5.5%
$482.27 - $628.5 $59.3K - $77.3K
2.36K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
6.12K
+ 4.63%
$385.02 - $431.37 $2.36M - $2.64M
138K $53.8M
DLR
Digital Realty Trust, Inc.

Real Estate
1.33K
New
$156.46 - $195.69 $208K - $260K
1.33K $235K
NOW
Service Now, Inc.

Technology
108
+ 15.02%
$867.18 - $1148.42 $93.7K - $124K
827 $876K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.56K
New
$89.9 - $100.66 $231K - $258K
2.56K $231K
RY
Royal Bank Of Canada

Financial Services
1.91K
New
$119.72 - $128.02 $228K - $244K
1.91K $229K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
19.5K
New
$9.95 - $12.23 $194K - $239K
19.5K $228K
ASML
Asml Holding Nv

Technology
502
+ 58.37%
$658.43 - $872.27 $331K - $438K
1.36K $943K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.56K
New
$84.34 - $95.14 $216K - $244K
2.56K $223K
CHTR
Charter Communications, Inc.

Communication Services
639
New
$315.38 - $408.02 $202K - $261K
639 $219K
CEG
Constellation Energy Corp

Utilities
1.18K
+ 86.1%
$224.28 - $285.52 $265K - $338K
2.56K $575K
DFS
Discover Financial Services

Financial Services
231
+ 4.27%
$136.3 - $182.67 $31.5K - $42.2K
5.64K $977K
VRSN
Verisign Inc

Technology
1.04K
New
$176.68 - $206.96 $184K - $216K
1.04K $215K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.22K
New
$51.09 - $55.27 $216K - $233K
4.22K $215K
TXN
Texas Instruments Inc

Technology
1.1K
+ 10.25%
N/A
11.8K $2.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.59K
New
$131.66 - $144.0 $209K - $228K
1.59K $209K
OTIS
Otis Worldwide Corp

Industrials
2.82K
+ 61.59%
$92.57 - $106.01 $261K - $299K
7.39K $684K
MMM
3 M CO

Industrials
2.67K
+ 14.66%
$124.74 - $137.12 $333K - $366K
20.9K $2.7M
GWW
W.W. Grainger, Inc.

Industrials
196
New
$1023.06 - $1220.93 $201K - $239K
196 $206K
ZBRA
Zebra Technologies Corp

Technology
525
New
$360.09 - $411.94 $189K - $216K
525 $202K
Activity Summary
Buys All Purchases 254 New Holdings 39 Increased Positions 215 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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