Choate Investment Advisors Reduced Holdings in Q1 2025

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-275
- 2.56%
$355.18 - $399.9 $97.7K - $110K
10.5K $3.9M
CTRA
Coterra Energy Inc.

Energy
-108
- 1.06%
$25.51 - $29.83 $2.76K - $3.22K
10.1K $290K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-65
- 0.68%
$42.3 - $53.69 $2.75K - $3.49K
9.45K $492K
CME
Cme Group Inc.

Financial Services
-44
- 3.1%
$225.82 - $266.54 $9.94K - $11.7K
1.37K $364K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-76
- 0.39%
$11.66 - $14.98 $886 - $1.14K
19.4K $264K
PLD
Prologis, Inc.

Real Estate
-51
- 0.67%
$103.59 - $124.04 $5.28K - $6.33K
7.62K $851K
CB
Chubb LTD

Financial Services
-176
- 4.63%
$257.71 - $301.99 $45.4K - $53.2K
3.63K $1.1M
TDG
Trans Digm Group Inc

Industrials
-2
- 0.42%
$1251.32 - $1394.11 $2.5K - $2.79K
476 $658K
NOC
Northrop Grumman Corp

Industrials
-36
- 1.94%
$433.45 - $513.82 $15.6K - $18.5K
1.82K $932K
GE
General Electric CO

Industrials
-2.36K
- 14.71%
$168.59 - $212.13 $398K - $501K
13.7K $2.74M
IEFA
Ishares Tr

ETFs
-856
- 3.4%
$69.57 - $78.65 $59.6K - $67.3K
24.3K $1.84M
BP
Bp PLC

Energy
-689
- 2.9%
$29.93 - $35.31 $20.6K - $24.3K
23.1K $780K
SPGI
S&P Global Inc.

Financial Services
-96
- 0.72%
$478.26 - $543.77 $45.9K - $52.2K
13.2K $6.69M
ICE
Intercontinental Exchange, Inc.

Financial Services
-15
- 0.38%
$142.8 - $176.36 $2.14K - $2.65K
3.98K $686K
VHT
Vanguard Health Care ETF

ETFs
-59
- 0.59%
$254.06 - $273.83 $15K - $16.2K
10K $2.65M
AJG
Arthur J. Gallagher & Co.

Financial Services
-57
- 2.38%
$275.89 - $345.24 $15.7K - $19.7K
2.34K $807K
RSG
Republic Services, Inc.

Industrials
-1
- 0.03%
$200.09 - $242.16 $200 - $242
3.15K $762K
BMY
Bristol Myers Squibb CO

Healthcare
-1.11K
- 2.38%
$53.9 - $63.11 $59.7K - $69.9K
45.5K $2.77M
SCHW
Schwab Charles Corp

Financial Services
-66
- 0.18%
$71.24 - $83.64 $4.7K - $5.52K
36K $2.82M
KR
Kroger CO

Consumer Defensive
-307
- 1.06%
$58.36 - $67.72 $17.9K - $20.8K
28.7K $1.95M
AWK
American Water Works Company, Inc.

Utilities
-154
- 1.85%
$121.01 - $149.31 $18.6K - $23K
8.19K $1.21M
ADP
Automatic Data Processing Inc

Industrials
-1.19K
- 2.74%
$286.85 - $318.64 $342K - $380K
42.3K $12.9M
MCK
Mckesson Corp

Healthcare
-11
- 0.47%
$566.21 - $672.99 $6.23K - $7.4K
2.35K $1.58M
AFL
Aflac Inc

Financial Services
-350
- 0.96%
$100.99 - $111.19 $35.3K - $38.9K
36.1K $4.02M
ALL
Allstate Corp

Financial Services
-65
- 0.29%
$180.99 - $210.18 $11.8K - $13.7K
22.3K $4.62M
CVX
Chevron Corp

Energy
-2.18K
- 6.39%
$146.71 - $167.97 $320K - $367K
32K $5.35M
PG
Procter & Gamble CO

Consumer Defensive
-1.43K
- 0.6%
$158.56 - $176.26 $226K - $252K
237K $40.4M
ECL
Ecolab Inc.

Basic Materials
-721
- 2.0%
$229.72 - $269.82 $166K - $195K
35.2K $8.94M
KO
Coca Cola CO

Consumer Defensive
-650
- 1.06%
$60.81 - $72.32 $39.5K - $47K
60.7K $4.34M
AMGN
Amgen Inc

Healthcare
-863
- 5.4%
$258.59 - $327.36 $223K - $283K
15.1K $4.71M
EPD
Enterprise Products Partners L.P.

Energy
-6.85K
- 2.25%
$31.75 - $34.14 $217K - $234K
298K $10.2M
XOM
Exxon Mobil Corp

Energy
-4.8K
- 4.02%
$105.44 - $118.93 $506K - $571K
115K $13.6M
VEA
Vanguard Ftse Developed Market

ETFs
-6.01K
- 1.64%
$47.4 - $52.99 $285K - $318K
360K $18.3M
ALC
Alcon Inc

Healthcare
-3.84K
- 3.26%
$82.73 - $96.8 $318K - $372K
114K $10.8M
ABBV
Abb Vie Inc.

Healthcare
-3.09K
- 4.3%
$169.2 - $216.66 $523K - $669K
68.7K $14.4M
JNJ
Johnson & Johnson

Healthcare
-4.65K
- 2.39%
$142.06 - $167.7 $660K - $779K
190K $31.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.45K
- 2.08%
$442.66 - $534.52 $640K - $773K
68.2K $36.3M
Activity Summary
Buys All Purchases 140 New Holdings 20 Increased Positions 120 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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