Choate Investment Advisors Purchases in Q3 2024

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IOT
Samsara Inc.

Technology
7.02K
New
$34.85 - $49.75 $245K - $349K
7.02K $337K
ODFL
Old Dominion Freight Line, Inc.

Industrials
138
+ 1.06%
$178.41 - $210.18 $24.6K - $29K
13.2K $2.62M
MKL
Markel Corp

Financial Services
192
New
$1494.55 - $1645.69 $287K - $316K
192 $300K
CME
Cme Group Inc.

Financial Services
1.31K
New
$193.43 - $220.62 $254K - $289K
1.31K $289K
DIS
Walt Disney CO

Communication Services
5.4K
+ 7.05%
$85.6 - $98.61 $463K - $533K
82.1K $7.9M
DVN
Devon Energy Corp

Energy
7.16K
New
$37.87 - $48.65 $271K - $348K
7.16K $280K
ITW
Illinois Tool Works Inc

Industrials
127
+ 1.36%
$233.14 - $263.97 $29.6K - $33.5K
9.44K $2.47M
EIX
Edison International

Utilities
2.78K
New
$71.19 - $87.72 $198K - $244K
2.78K $242K
CIEN
Ciena Corp

Technology
3.86K
New
$45.77 - $62.46 $177K - $241K
3.86K $237K
FICO
Fair Isaac Corp

Technology
122
New
$1496.51 - $1947.38 $183K - $238K
122 $237K
AFRM
Affirm Holdings, Inc.

Technology
5.38K
New
$24.12 - $44.98 $130K - $242K
5.38K $219K
IQV
Iqvia Holdings Inc.

Healthcare
920
New
$206.81 - $251.55 $190K - $231K
920 $217K
XLB
Select Sector Spdr Fd Material

ETFs
2.22K
New
$86.95 - $97.09 $193K - $215K
2.22K $213K
PWR
Quanta Services, Inc.

Industrials
169
+ 4.54%
$239.58 - $298.23 $40.5K - $50.4K
3.89K $1.16M
D
Dominion Energy, Inc

Utilities
3.68K
New
$48.01 - $58.53 $177K - $216K
3.68K $212K
LEN
Lennar Corp

Consumer Cyclical
1.1K
New
$142.5 - $192.45 $157K - $212K
1.1K $206K
TDG
Trans Digm Group Inc

Industrials
108
+ 32.14%
$1202.03 - $1427.41 $130K - $154K
444 $633K
BHP
Bhp Group LTD

Basic Materials
3.29K
New
$51.32 - $62.11 $169K - $204K
3.29K $204K
NOC
Northrop Grumman Corp

Industrials
70
+ 3.99%
$423.73 - $533.14 $29.7K - $37.3K
1.82K $962K
NOW
Service Now, Inc.

Technology
148
+ 25.92%
$730.87 - $937.36 $108K - $139K
719 $643K
VST
Vistra Corp.

Utilities
12
+ 0.21%
$69.0 - $119.06 $828 - $1.43K
5.77K $683K
VPU
Vanguard Utilities ETF

ETFs
357
+ 8.15%
$146.64 - $174.54 $52.4K - $62.3K
4.74K $824K
ISRG
Intuitive Surgical Inc

Healthcare
242
+ 19.79%
$416.14 - $494.01 $101K - $120K
1.47K $719K
EBC
Eastern Bankshares, Inc.

Financial Services
10.6K
New
$13.69 - $17.09 $145K - $181K
10.6K $173K
SWK
Stanley Black & Decker, Inc.

Industrials
13
+ 0.24%
$77.75 - $110.17 $1.01K - $1.43K
5.37K $591K
ELV
Elevance Health, Inc.

Healthcare
341
+ 48.51%
$500.12 - $562.29 $171K - $192K
1.04K $542K
EBAY
Ebay Inc

Consumer Cyclical
217
+ 1.75%
$52.61 - $65.44 $11.4K - $14.2K
12.6K $821K
BP
Bp PLC

Energy
6.95K
+ 52.8%
$30.78 - $37.05 $214K - $257K
20.1K $631K
ETN
Eaton Corp PLC

Industrials
268
+ 7.88%
$272.52 - $333.02 $73K - $89.2K
3.67K $1.22M
AWK
American Water Works Company, Inc.

Utilities
25
+ 0.3%
$127.76 - $149.9 $3.19K - $3.75K
8.46K $1.24M
COF
Capital One Financial Corp

Financial Services
804
+ 38.21%
$131.42 - $153.05 $106K - $123K
2.91K $435K
PANW
Palo Alto Networks Inc

Technology
365
+ 9.72%
$294.18 - $368.01 $107K - $134K
4.12K $1.41M
PLD
Prologis, Inc.

Real Estate
341
+ 5.17%
$111.95 - $132.43 $38.2K - $45.2K
6.94K $876K
SHW
Sherwin Williams CO

Basic Materials
145
+ 15.38%
$294.65 - $384.0 $42.7K - $55.7K
1.09K $415K
MCO
Moodys Corp

Financial Services
70
+ 3.83%
$421.49 - $494.67 $29.5K - $34.6K
1.9K $900K
GL
Globe Life Inc.

Financial Services
16
+ 0.31%
$80.92 - $109.6 $1.29K - $1.75K
5.15K $545K
CB
Chubb LTD

Financial Services
28
+ 0.84%
$252.51 - $292.2 $7.07K - $8.18K
3.37K $970K
HOLX
Hologic Inc

Healthcare
106
+ 0.7%
$73.48 - $83.64 $7.79K - $8.87K
15.3K $1.24M
CI
Cigna Corp

Healthcare
22
+ 0.32%
$319.12 - $367.1 $7.02K - $8.08K
6.82K $2.36M
CEG
Constellation Energy Corp

Utilities
139
+ 11.26%
$167.08 - $262.86 $23.2K - $36.5K
1.37K $357K
TT
Trane Technologies PLC

Industrials
18
+ 1.08%
$314.21 - $388.71 $5.66K - $7K
1.69K $654K
DOV
Dover Corp

Industrials
61
+ 0.74%
$172.5 - $193.03 $10.5K - $11.8K
8.33K $1.6M
ACWI
Ishares Msci Acwi ETF

ETFs
265
+ 2.63%
$107.24 - $119.84 $28.4K - $31.8K
10.3K $1.23M
MS
Morgan Stanley

Financial Services
198
+ 2.04%
$92.07 - $106.96 $18.2K - $21.2K
9.9K $1.03M
DFS
Discover Financial Services

Financial Services
286
+ 5.58%
$123.41 - $144.72 $35.3K - $41.4K
5.41K $759K
PM
Philip Morris International Inc.

Consumer Defensive
90
+ 2.5%
$101.25 - $127.45 $9.11K - $11.5K
3.7K $448K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11
+ 1.51%
$1015.62 - $1159.62 $11.2K - $12.8K
738 $850K
DD
Du Pont De Nemours, Inc.

Basic Materials
88
+ 1.05%
$77.22 - $89.49 $6.8K - $7.88K
8.46K $754K
RSG
Republic Services, Inc.

Industrials
309
+ 11.93%
$189.34 - $208.21 $58.5K - $64.3K
2.9K $582K
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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