Choate Investment Advisors Purchases in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMCR
Amcor PLC

Consumer Cyclical
995
+ 6.78%
$9.34 - $11.37 $9.29K - $11.3K
15.7K $147K
ED
Consolidated Edison Inc

Utilities
135
+ 5.96%
$88.87 - $107.38 $12K - $14.5K
2.4K $214K
TDG
Trans Digm Group Inc

Industrials
34
+ 7.66%
$1239.0 - $1442.53 $42.1K - $49K
478 $605K
TSCO
Tractor Supply CO

Consumer Cyclical
3.77K
+ 389.67%
$52.59 - $303.74 $198K - $1.15M
4.74K $251K
YUM
Yum Brands Inc

Consumer Cyclical
113
+ 1.29%
$130.36 - $139.54 $14.7K - $15.8K
8.84K $1.19M
HSY
Hershey CO

Consumer Defensive
64
+ 3.18%
$168.67 - $193.65 $10.8K - $12.4K
2.08K $352K
SHW
Sherwin Williams CO

Basic Materials
24
+ 2.21%
$338.75 - $399.71 $8.13K - $9.59K
1.11K $378K
AMD
Advanced Micro Devices Inc

Technology
911
+ 26.67%
$118.88 - $172.8 $108K - $157K
4.33K $522K
OMC
Omnicom Group Inc.

Communication Services
20
+ 0.81%
$85.82 - $105.47 $1.72K - $2.11K
2.49K $214K
LMT
Lockheed Martin Corp

Industrials
129
+ 11.33%
$479.66 - $614.62 $61.9K - $79.3K
1.27K $616K
DD
Du Pont De Nemours, Inc.

Basic Materials
615
+ 7.27%
$75.95 - $88.05 $46.7K - $54.2K
9.08K $692K
LHX
L3 Harris Technologies, Inc.

Industrials
46
+ 1.75%
$208.94 - $264.22 $9.61K - $12.2K
2.67K $562K
PLD
Prologis, Inc.

Real Estate
725
+ 10.44%
$101.4 - $126.96 $73.5K - $92K
7.67K $810K
STX
Seagate Technology Holdings PLC

Technology
219
+ 5.8%
$86.31 - $112.64 $18.9K - $24.7K
4K $345K
XLI
Industrial Sector Spdr

ETFs
151
+ 0.63%
$131.76 - $143.99 $19.9K - $21.7K
24.2K $3.19M
ROP
Roper Technologies Inc

Industrials
32
+ 1.25%
$519.85 - $575.95 $16.6K - $18.4K
2.59K $1.35M
CL
Colgate Palmolive CO

Consumer Defensive
350
+ 4.04%
$90.22 - $102.31 $31.6K - $35.8K
9.01K $818K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
68.7K
+ 200.0%
$26.93 - $84.95 $1.85M - $5.83M
103K $2.81M
NOC
Northrop Grumman Corp

Industrials
33
+ 1.81%
$466.52 - $543.88 $15.4K - $17.9K
1.86K $871K
DOW
Dow Inc.

Basic Materials
286
+ 4.01%
$39.1 - $55.34 $11.2K - $15.8K
7.43K $298K
FCX
Freeport Mcmoran Inc

Basic Materials
1.33K
+ 10.31%
$38.08 - $50.82 $50.6K - $67.6K
14.2K $542K
CMCSA
Comcast Corp

Communication Services
1.33K
+ 3.7%
$37.39 - $45.14 $49.7K - $59.9K
37.2K $1.4M
QCOM
Qualcomm Inc

Technology
1.09K
+ 6.33%
$150.4 - $178.04 $163K - $194K
18.3K $2.81M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
276
+ 0.45%
$88.59 - $94.57 $24.5K - $26.1K
61K $5.41M
HOLX
Hologic Inc

Healthcare
21
+ 0.14%
$70.76 - $83.72 $1.49K - $1.76K
15.3K $1.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
37
+ 7.2%
$701.85 - $1046.91 $26K - $38.7K
551 $392K
ADI
Analog Devices Inc

Technology
304
+ 2.3%
$206.35 - $236.48 $62.7K - $71.9K
13.5K $2.87M
IDXX
Idexx Laboratories Inc

Healthcare
39
+ 1.9%
$406.92 - $495.42 $15.9K - $19.3K
2.09K $864K
STZ
Constellation Brands, Inc.

Consumer Defensive
25
+ 0.49%
$219.66 - $257.62 $5.49K - $6.44K
5.14K $1.14M
NUE
Nucor Corp

Basic Materials
231
+ 3.71%
$115.78 - $167.74 $26.7K - $38.7K
6.45K $752K
NVS
Novartis Ag

Healthcare
3.91K
+ 11.93%
$96.78 - $117.18 $378K - $458K
36.7K $3.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
154
+ 3.57%
$396.64 - $516.74 $61.1K - $79.6K
4.47K $1.8M
MPC
Marathon Petroleum Corp

Energy
398
+ 3.54%
$131.65 - $174.84 $52.4K - $69.6K
11.7K $1.63M
AFL
Aflac Inc

Financial Services
454
+ 1.26%
$100.37 - $115.27 $45.6K - $52.3K
36.5K $3.77M
GE
General Electric CO

Industrials
355
+ 2.26%
$159.95 - $194.23 $56.8K - $69K
16.1K $2.68M
LOW
Lowes Companies Inc

Consumer Cyclical
194
+ 1.25%
$244.52 - $284.07 $47.4K - $55.1K
15.7K $3.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.68K
+ 0.84%
$113.92 - $127.38 $419K - $469K
441K $50.8M
XOM
Exxon Mobil Corp

Energy
6.72K
+ 5.96%
$105.51 - $125.37 $709K - $842K
119K $12.8M
XLV
Select Sector Spdr Fund Health

ETFs
879
+ 2.73%
$136.28 - $154.74 $120K - $136K
33K $4.55M
CI
Cigna Corp

Healthcare
99
+ 1.45%
$265.59 - $358.58 $26.3K - $35.5K
6.92K $1.91M
KO
Coca Cola CO

Consumer Defensive
1.48K
+ 2.47%
$61.74 - $71.71 $91.1K - $106K
61.3K $3.82M
NEE
Nextera Energy Inc

Utilities
2.21K
+ 4.33%
$69.77 - $85.43 $154K - $189K
53.3K $3.82M
VEA
Vanguard Ftse Developed Market

ETFs
25.2K
+ 7.38%
$47.57 - $52.44 $1.2M - $1.32M
366K $17.5M
ABBV
Abb Vie Inc.

Healthcare
2.97K
+ 4.32%
$164.99 - $203.87 $490K - $606K
71.8K $12.8M
AMAT
Applied Materials Inc

Technology
930
+ 3.52%
$161.44 - $213.89 $150K - $199K
27.3K $4.45M
NVO
Novo Nordisk A S

Healthcare
4.29K
+ 10.07%
$85.0 - $120.04 $364K - $515K
46.9K $4.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
146
+ 0.12%
$209.89 - $233.24 $30.6K - $34.1K
122K $25.9M
UNH
Unitedhealth Group Inc

Healthcare
3.74K
+ 8.66%
$485.52 - $625.25 $1.82M - $2.34M
46.9K $23.7M
DHR
Danaher Corp

Healthcare
2.99K
+ 6.33%
$226.16 - $274.52 $675K - $820K
50.1K $11.5M
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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