Choate Investment Advisors Reduced Holdings in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-110K
- 7.99%
$105.78 - $108.7 $11.7M - $12M
1.27M $136M
NKE
Nike, Inc.

Consumer Cyclical
-99.8K
- 55.52%
$73.36 - $89.13 $7.32M - $8.9M
80K $6.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-104K
- 61.48%
$91.29 - $91.8 $9.46M - $9.52M
65K $5.94M
BRK-A
Berkshire Hathaway Inc

Financial Services
-11
- 40.74%
$664750.0 - $724132.5 $7.31M - $7.97M
16 $10.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-30.1K
- 15.22%
$174.22 - $187.62 $5.25M - $5.66M
168K $29.4M
JNJ
Johnson & Johnson

Healthcare
-1.54K
- 0.79%
$143.34 - $165.86 $221K - $256K
194K $28.1M
B
Barnes Group Inc

Industrials
-103K
- 50.03%
$38.58 - $47.26 $3.98M - $4.88M
103K $4.87M
CNI
Canadian National Railway CO

Industrials
-1.48K
- 0.98%
$100.62 - $117.12 $149K - $173K
149K $15.1M
AMT
American Tower Corp

Real Estate
-4.38K
- 13.48%
$179.4 - $232.01 $785K - $1.02M
28.1K $5.15M
IEMG
Ishares Inc

ETFs
-42.2K
- 66.59%
N/A
21.2K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
-3.08K
- 1.27%
$161.05 - $179.7 $496K - $554K
239K $40M
ATR
Aptargroup, Inc.

Healthcare
-8.4K
- 7.64%
$156.73 - $176.15 $1.32M - $1.48M
102K $15.9M
AXP
American Express CO

Financial Services
-10.2K
- 17.61%
$267.35 - $305.57 $2.72M - $3.11M
47.6K $14.1M
AMGN
Amgen Inc

Healthcare
-1.58K
- 8.99%
$258.78 - $328.31 $409K - $518K
16K $4.17M
GGG
Graco Inc

Industrials
-15.2K
- 69.22%
$81.45 - $92.29 $1.24M - $1.4M
6.76K $569K
UNP
Union Pacific Corp

Industrials
-3.19K
- 9.42%
$223.15 - $249.32 $713K - $796K
30.7K $7M
MTD
Mettler Toledo International Inc

Healthcare
-433
- 16.46%
$1160.67 - $1498.12 $503K - $649K
2.2K $2.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.8K
- 76.93%
$44.04 - $49.49 $1M - $1.13M
6.83K $300K
MRK
Merck & Co., Inc.

Healthcare
-479
- 0.63%
$96.31 - $114.76 $46.1K - $55K
75K $7.47M
GIS
General Mills Inc

Consumer Defensive
-281
- 0.31%
$62.78 - $74.62 $17.6K - $21K
91K $5.8M
TYL
Tyler Technologies Inc

Technology
-1.34K
- 8.88%
$576.64 - $635.69 $772K - $851K
13.7K $7.92M
ECL
Ecolab Inc.

Basic Materials
-287
- 0.79%
$234.32 - $261.43 $67.2K - $75K
36K $8.43M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-63.7K
- 2.39%
$46.53 - $49.91 $2.96M - $3.18M
2.6M $125M
CVS
Cvs Health Corp

Healthcare
-5.27K
- 26.36%
$43.78 - $67.46 $231K - $355K
14.7K $660K
VNQ
Vanguard Specialized Funds Van

ETFs
-4.53K
- 23.4%
$87.85 - $98.6 $398K - $447K
14.8K $1.32M
INTC
Intel Corp

Technology
-8.43K
- 7.97%
$19.07 - $26.23 $161K - $221K
97.3K $1.95M
CAT
Caterpillar Inc

Industrials
-714
- 8.76%
$360.37 - $416.88 $257K - $298K
7.44K $2.7M
PAYX
Paychex Inc

Industrials
-3.28K
- 39.37%
$135.86 - $148.73 $446K - $488K
5.05K $708K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-2.13K
- 61.15%
$155.13 - $179.02 $330K - $381K
1.35K $209K
UL
Unilever PLC

Consumer Defensive
-1.19K
- 3.51%
$56.7 - $64.64 $67.5K - $77K
32.8K $1.86M
PFE
Pfizer Inc

Healthcare
-137
- 0.1%
$24.8 - $30.19 $3.4K - $4.14K
140K $3.71M
XLU
Utilities Sector Spdr

ETFs
-2.68K
- 10.0%
$74.89 - $82.93 $201K - $222K
24.1K $1.83M
EW
Edwards Lifesciences Corp

Healthcare
-20.6K
- 13.75%
$64.54 - $75.92 $1.33M - $1.57M
129K $9.58M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.45K
- 26.66%
$148.29 - $166.93 $215K - $242K
3.99K $594K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-870
- 3.82%
$89.81 - $104.0 $78.1K - $90.5K
21.9K $1.97M
IEFA
Ishares Tr

ETFs
-1K
- 3.83%
$70.06 - $77.43 $70.2K - $77.6K
25.2K $1.77M
ELV
Elevance Health, Inc.

Healthcare
-291
- 27.87%
$365.96 - $514.62 $106K - $150K
753 $278K
BDX
Becton Dickinson & CO

Healthcare
-928
- 32.78%
$220.02 - $243.75 $204K - $226K
1.9K $431K
IBB
Ishares Biotechnology ETF

ETFs
-250
- 1.6%
$131.21 - $148.85 $32.8K - $37.2K
15.4K $2.03M
VAW
Vanguard Materials ETF

ETFs
-510
- 8.56%
$186.91 - $215.32 $95.3K - $110K
5.45K $1.02M
U
Unity Software Inc.

Technology
-9.96K
- 12.58%
$17.34 - $27.72 $173K - $276K
69.2K $1.56M
GPC
Genuine Parts CO

Consumer Cyclical
-734
- 12.86%
$113.11 - $143.63 $83K - $105K
4.97K $580K
STT
State Street Corp

Financial Services
-2.98K
- 35.81%
$85.96 - $100.78 $256K - $300K
5.34K $524K
CVX
Chevron Corp

Energy
-822
- 2.35%
$141.15 - $162.53 $116K - $134K
34.1K $4.95M
AWK
American Water Works Company, Inc.

Utilities
-112
- 1.32%
$123.83 - $146.07 $13.9K - $16.4K
8.34K $1.04M
VGT
Vanguard Information Technolog

ETFs
-476
- 15.65%
$571.78 - $647.97 $272K - $308K
2.57K $1.6M
SLB
Schlumberger Limited

Energy
-3.05K
- 19.19%
$36.83 - $45.59 $112K - $139K
12.8K $491K
SWK
Stanley Black & Decker, Inc.

Industrials
-20
- 0.37%
$79.07 - $109.36 $1.58K - $2.19K
5.35K $429K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.13K
- 9.87%
$96.64 - $101.23 $109K - $115K
10.3K $1M
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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