Choate Investment Advisors Purchases and Sells in Q4 2024

Choate Investment Advisors

$4.12 Billion
Q4 2024

Top Buys

Incresed Positions

215 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	422K + 7038.23%	$261.5 - $284.63 $110M - $120M	428K $113M
IVV	61.9K + 2.25%	$570.51 - $610.59 $35.3M - $37.8M	2.82M $1.66B
AMZN	24.7K + 5.83%	$180.88 - $232.93 $4.47M - $5.76M	449K $98.5M
AAPL	30.5K + 5.39%	$221.69 - $259.02 $6.76M - $7.9M	597K $149M
GOOGL	4.15K + 1.31%	$161.86 - $196.66 $672K - $816K	321K $60.7M
MSCI	12.7K + 235.21%	$569.09 - $635.99 $7.23M - $8.08M	18.1K $10.9M

New Holdings

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOL	267K New	$24.46 - $26.62 $6.54M - $7.12M	267K $6.7M
FDX	4.01K New	$260.5 - $305.15 $1.04M - $1.22M	4.01K $1.13M
IWP	7.76K New	$116.4 - $138.52 $903K - $1.07M	7.76K $983K
SHOP	5.58K New	$78.14 - $119.49 $436K - $666K	5.58K $593K
URI	796 New	$704.44 - $880.32 $561K - $701K	796 $560K
DUK	4.99K New	$105.76 - $120.76 $528K - $602K	4.99K $537K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-110K - 7.99%	$105.78 - $108.7 $11.7M - $12M	1.27M $136M
NKE	-99.8K - 55.52%	$73.36 - $89.13 $7.32M - $8.9M	80K $6.05M
BIL	-104K - 61.48%	$91.29 - $91.8 $9.46M - $9.52M	65K $5.94M
BRK-A	-11 - 40.74%	$664750.0 - $724132.5 $7.31M - $7.97M	16 $10.9M
RSP	-30.1K - 15.22%	$174.22 - $187.62 $5.25M - $5.66M	168K $29.4M
JNJ	-1.54K - 0.79%	$143.34 - $165.86 $221K - $256K	194K $28.1M

Activity Summary All Purchases 254 New Holdings 39 Increased Positions 215 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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