Choate Investment Advisors Incresed Positions in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
USB
Us Bancorp \De\

Financial Services
856
+ 12.19%
$43.98 - $53.66 $37.6K - $45.9K
7.88K $376K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
913
+ 1.0%
$99.0 - $99.5 $90.4K - $90.8K
92.2K $9.14M
RSG
Republic Services, Inc.

Industrials
250
+ 8.62%
$198.0 - $218.75 $49.5K - $54.7K
3.15K $633K
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
MET
Metlife Inc

Financial Services
579
+ 13.68%
$78.15 - $88.25 $45.2K - $51.1K
4.81K $393K
MCO
Moodys Corp

Financial Services
94
+ 4.96%
$454.04 - $500.88 $42.7K - $47.1K
1.99K $942K
AON
Aon PLC

Financial Services
82
+ 9.84%
$344.14 - $393.31 $28.2K - $32.3K
915 $328K
CME
Cme Group Inc.

Financial Services
107
+ 8.16%
$221.17 - $246.02 $23.7K - $26.3K
1.42K $329K
GLW
Corning Inc

Technology
477
+ 7.06%
$44.11 - $49.76 $21K - $23.7K
7.24K $343K
DVY
Ishares Tr

ETFs
435
+ 7.47%
$129.55 - $143.41 $56.4K - $62.4K
6.26K $821K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
56
+ 0.59%
$43.37 - $51.46 $2.43K - $2.88K
9.52K $458K
MKL
Markel Corp

Financial Services
1
+ 0.52%
$1542.01 - $1785.11 $1.54K - $1.79K
193 $333K
SNPS
Synopsys Inc

Technology
78
+ 18.62%
$485.36 - $588.0 $37.9K - $45.9K
497 $241K
TT
Trane Technologies PLC

Industrials
147
+ 8.72%
$369.35 - $419.14 $54.3K - $61.6K
1.83K $676K
FAST
Fastenal CO

Industrials
274
+ 8.4%
$69.99 - $84.35 $19.2K - $23.1K
3.54K $254K
SYY
Sysco Corp

Consumer Defensive
358
+ 7.8%
$73.63 - $81.77 $26.4K - $29.3K
4.95K $378K
MU
Micron Technology Inc

Technology
695
+ 34.1%
$84.16 - $113.41 $58.5K - $78.8K
2.73K $230K
PKG
Packaging Corp Of America

Consumer Cyclical
19
+ 1.53%
$211.98 - $248.85 $4.03K - $4.73K
1.26K $284K
CTRA
Coterra Energy Inc.

Energy
23
+ 0.23%
$22.71 - $27.63 $522 - $635
10.2K $259K
WEC
Wec Energy Group, Inc.

Utilities
218
+ 8.62%
$92.94 - $101.82 $20.3K - $22.2K
2.75K $258K
CF
Cf Industries Holdings, Inc.

Basic Materials
188
+ 6.74%
$81.39 - $94.14 $15.3K - $17.7K
2.98K $253K
CTAS
Cintas Corp

Industrials
228
+ 18.81%
$182.7 - $226.47 $41.7K - $51.6K
1.44K $263K
IWR
Ishares Russell Mid Cap ETF

ETFs
93
+ 0.66%
$87.25 - $95.52 $8.11K - $8.88K
14.2K $1.26M
CLX
Clorox CO

Consumer Defensive
56
+ 3.17%
$156.51 - $169.74 $8.76K - $9.51K
1.82K $296K
IBN
Icici Bank LTD

Financial Services
236
+ 3.06%
$28.69 - $31.9 $6.77K - $7.53K
7.95K $237K
RPM
Rpm International Inc

Basic Materials
19
+ 0.89%
$120.09 - $140.26 $2.28K - $2.66K
2.15K $264K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.42K
+ 200.0%
$22.01 - $66.82 $185K - $563K
12.6K $286K
COP
Conocophillips

Energy
4K
+ 6.23%
$95.12 - $114.72 $381K - $459K
68.2K $6.76M
MLM
Martin Marietta Materials Inc

Basic Materials
33
+ 5.87%
$516.5 - $619.58 $17K - $20.4K
595 $307K
CSX
Csx Corp

Industrials
1.42K
+ 7.14%
$31.58 - $36.88 $44.7K - $52.3K
21.3K $685K
NSC
Norfolk Southern Corp

Industrials
169
+ 5.99%
$230.6 - $277.0 $39K - $46.8K
2.99K $702K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
136
+ 0.53%
$126.68 - $134.74 $17.2K - $18.3K
25.8K $3.3M
Labcorp Holdings Inc
98
+ 7.88%
N/A
1.34K $0
Linde PLC
5.03K
+ 20.52%
N/A
29.5K $0
Ge Vernova Inc
748
+ 23.18%
N/A
3.98K $0
Ge Healthcare Technologies I
472
+ 14.56%
N/A
3.71K $0
Gsk PLC
1.66K
+ 6.24%
N/A
28.2K $0
Connectm Technology Solution
27.9K
+ 39.3%
N/A
98.8K $0
CRH.L
Crh PLC

Basic Materials
905
+ 38.68%
N/A
3.25K $0
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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