Choate Investment Advisors Purchases in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
4.05K
+ 69.64%
$63.2 - $79.58 $256K - $323K
9.87K $646K
EPAM
Epam Systems, Inc.

Technology
1.04K
New
N/A
1.04K $193K
KLAC
Kla Corp

Technology
430
+ 69.24%
$614.46 - $829.55 $264K - $357K
1.05K $662K
IOT
Samsara Inc.

Technology
4.76K
+ 67.76%
$42.67 - $56.35 $203K - $268K
11.8K $514K
IBM
International Business Machines Corp

Technology
854
+ 8.29%
$204.9 - $238.04 $175K - $203K
11.2K $2.45M
TGT
Target Corp

Consumer Defensive
1.81K
+ 52.95%
$121.59 - $160.69 $221K - $291K
5.24K $708K
CARR
Carrier Global Corp

Industrials
4.91K
+ 35.67%
$66.69 - $82.65 $327K - $405K
18.7K $1.27M
RTX
Raytheon Technologies Corp

Industrials
2.87K
+ 8.95%
$114.45 - $127.21 $328K - $365K
34.9K $4.04M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.8K
New
$12.27 - $15.41 $132K - $166K
10.8K $156K
C
Citigroup Inc

Financial Services
1.42K
+ 21.63%
$61.31 - $72.5 $87.1K - $103K
7.99K $562K
VBR
Vanguard Small Cap Value ETF

ETFs
990
+ 3.98%
$197.36 - $217.3 $195K - $215K
25.9K $5.12M
MAR
Marriott International Inc

Consumer Cyclical
84
+ 2.41%
$246.06 - $292.59 $20.7K - $24.6K
3.58K $997K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.85K
+ 51.49%
$59.25 - $72.99 $228K - $281K
11.3K $677K
INTU
Intuit Inc

Technology
158
+ 6.52%
$602.01 - $706.25 $95.1K - $112K
2.58K $1.62M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1K
+ 4.95%
$55.73 - $66.16 $55.8K - $66.3K
21.2K $1.28M
KR
Kroger CO

Consumer Defensive
20
+ 0.07%
$55.21 - $63.3 $1.1K - $1.27K
29.1K $1.78M
GILD
Gilead Sciences, Inc.

Healthcare
353
+ 3.77%
$83.95 - $97.9 $29.6K - $34.6K
9.72K $898K
ADSK
Autodesk, Inc.

Technology
446
+ 20.64%
N/A
2.61K $640K
PNC
Pnc Financial Services Group, Inc.

Financial Services
207
+ 2.4%
$178.39 - $215.0 $36.9K - $44.5K
8.85K $1.71M
APH
Amphenol Corp

Technology
1.22K
+ 22.97%
$62.07 - $75.35 $75.8K - $92.1K
6.54K $454K
ZTS
Zoetis Inc.

Healthcare
1.4K
+ 37.56%
$162.24 - $194.42 $226K - $271K
5.11K $832K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.8K
New
$9.25 - $10.62 $100K - $115K
10.8K $105K
ETN
Eaton Corp PLC

Industrials
305
+ 8.31%
$326.96 - $377.52 $99.7K - $115K
3.98K $1.32M
BHP
Bhp Group LTD

Basic Materials
2.94K
+ 89.4%
$48.78 - $62.43 $144K - $184K
6.23K $304K
FTNT
Fortinet, Inc.

Technology
349
+ 9.24%
$76.49 - $99.21 $26.7K - $34.6K
4.13K $389K
TRV
Travelers Companies, Inc.

Financial Services
177
+ 2.29%
$225.97 - $266.66 $40K - $47.2K
7.89K $1.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
55
+ 7.45%
$1146.59 - $1270.6 $63.1K - $69.9K
793 $940K
PH
Parker Hannifin Corp

Industrials
121
+ 6.83%
$621.74 - $709.46 $75.2K - $85.8K
1.89K $1.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
569
+ 12.37%
$77.25 - $91.3 $44K - $51.9K
5.17K $441K
CB
Chubb LTD

Financial Services
438
+ 13.02%
$271.57 - $301.89 $119K - $132K
3.8K $1.05M
DELL
Dell Technologies Inc.

Technology
742
+ 43.16%
$111.96 - $144.21 $83.1K - $107K
2.46K $283K
BSX
Boston Scientific Corp

Healthcare
680
+ 19.98%
$83.62 - $91.5 $56.9K - $62.2K
4.08K $364K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
805
+ 8.3%
$100.16 - $100.7 $80.6K - $81.1K
10.5K $1.05M
TMUS
T Mobile Us, Inc.

Communication Services
268
+ 22.73%
$206.1 - $246.94 $55.2K - $66.2K
1.45K $319K
AZO
Autozone Inc

Consumer Cyclical
19
+ 6.88%
$2981.19 - $3370.27 $56.6K - $64K
295 $944K
DE
Deere & CO

Industrials
76
+ 1.19%
$389.45 - $466.0 $29.6K - $35.4K
6.48K $2.75M
BP
Bp PLC

Energy
3.68K
+ 18.3%
$28.16 - $33.14 $104K - $122K
23.8K $703K
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.39K
+ 12.39%
$75.1 - $82.99 $480K - $530K
58K $4.38M
SPGI
S&P Global Inc.

Financial Services
602
+ 4.76%
$480.36 - $529.17 $289K - $319K
13.3K $6.6M
LYG
Lloyds Banking Group PLC

Financial Services
23.8K
New
$2.67 - $3.23 $63.4K - $76.7K
23.8K $64K
ROK
Rockwell Automation, Inc

Industrials
82
+ 3.63%
$264.65 - $302.92 $21.7K - $24.8K
2.34K $669K
SNA
Snap On Inc

Industrials
21
+ 2.08%
$285.44 - $371.35 $5.99K - $7.8K
1.03K $350K
SAN
Banco Santander, S.A.

Financial Services
12.6K
New
$4.49 - $5.05 $56.5K - $63.6K
12.6K $57K
USB
Us Bancorp \De\

Financial Services
856
+ 12.19%
$43.98 - $53.66 $37.6K - $45.9K
7.88K $376K
AIG
American International Group, Inc.

Financial Services
735
+ 14.21%
$70.0 - $79.22 $51.5K - $58.2K
5.91K $430K
RSG
Republic Services, Inc.

Industrials
250
+ 8.62%
$198.0 - $218.75 $49.5K - $54.7K
3.15K $633K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
913
+ 1.0%
$99.0 - $99.5 $90.4K - $90.8K
92.2K $9.14M
CMI
Cummins Inc

Industrials
88
+ 12.94%
$324.93 - $383.42 $28.6K - $33.7K
768 $267K
VTRS
Viatris Inc

Healthcare
2.76K
+ 20.08%
$11.32 - $13.37 $31.2K - $36.9K
16.5K $205K
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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