Choate Investment Advisors Sells in Q3 2024

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
-47
- 1.8%
$515.25 - $576.55 $24.2K - $27.1K
2.56K $1.42M
LHX
L3 Harris Technologies, Inc.

Industrials
-344
- 11.58%
$221.96 - $243.27 $76.4K - $83.7K
2.63K $625K
UBER
Uber Technologies, Inc

Technology
-633
- 18.5%
$58.48 - $77.47 $37K - $49K
2.79K $209K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-338
- 3.37%
$100.3 - $100.74 $33.9K - $34.1K
9.7K $977K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-450
- 14.06%
$101.72 - $112.94 $45.8K - $50.8K
2.75K $310K
LNG
Cheniere Energy, Inc.

Energy
-215
- 13.86%
$172.24 - $186.09 $37K - $40K
1.34K $240K
DOW
Dow Inc.

Basic Materials
-768
- 9.71%
$50.15 - $55.41 $38.5K - $42.6K
7.14K $390K
CMI
Cummins Inc

Industrials
-210
- 23.6%
$266.63 - $326.4 $56K - $68.5K
680 $219K
ADI
Analog Devices Inc

Technology
-223
- 1.66%
$200.56 - $243.33 $44.7K - $54.3K
13.2K $3.04M
SNA
Snap On Inc

Industrials
-185
- 15.48%
$255.35 - $289.77 $47.2K - $53.6K
1.01K $292K
BDX
Becton Dickinson & CO

Healthcare
-149
- 5.0%
$221.47 - $242.41 $33K - $36.1K
2.83K $682K
VUG
Vanguard Growth ETF

ETFs
-383
- 2.78%
$341.08 - $391.94 $131K - $150K
13.4K $5.14M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-50
- 1.34%
$104.47 - $116.17 $5.22K - $5.81K
3.69K $398K
VZ
Verizon Communications Inc

Communication Services
-2.22K
- 8.63%
$38.89 - $45.0 $86.5K - $100K
23.5K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
-595
- 8.48%
$200.87 - $224.6 $120K - $134K
6.42K $1.42M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-225
- 5.65%
$283.28 - $314.39 $63.7K - $70.7K
3.75K $1.18M
CSX
Csx Corp

Industrials
-660
- 3.22%
$32.48 - $35.45 $21.4K - $23.4K
19.8K $684K
CRH.L
Crh PLC

Basic Materials
-355
- 13.17%
N/A
2.34K $0
PFE
Pfizer Inc

Healthcare
-4.8K
- 3.32%
$27.7 - $31.39 $133K - $151K
140K $4.05M
Ge Healthcare Technologies I
-926
- 22.22%
N/A
3.24K $0
Veralto Corp
-276
- 11.8%
N/A
2.06K $0
Canadian Pacific Kansas City
-6.58K
- 8.5%
N/A
70.9K $0
Solventum Corp
-1.33K
- 29.97%
N/A
3.11K $0
Ge Vernova Inc
-668
- 17.15%
N/A
3.23K $0
KMB
Kimberly Clark Corp

Consumer Defensive
-15
- 0.93%
$135.05 - $148.35 $2.03K - $2.23K
1.61K $228K
BR
Broadridge Financial Solutions, Inc.

Technology
-91
- 6.44%
$196.56 - $218.55 $17.9K - $19.9K
1.32K $283K
VTRS
Viatris Inc

Healthcare
-598
- 4.17%
$10.32 - $12.13 $6.17K - $7.25K
13.7K $159K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-98
- 5.26%
$523.84 - $572.02 $51.3K - $56.1K
1.76K $1M
ZTS
Zoetis Inc.

Healthcare
-391
- 9.52%
$172.58 - $196.48 $67.5K - $76.8K
3.71K $725K
GLW
Corning Inc

Technology
-598
- 8.13%
$37.76 - $46.2 $22.6K - $27.6K
6.76K $305K
STX
Seagate Technology Holdings PLC

Technology
-18
- 0.47%
$92.1 - $110.76 $1.66K - $1.99K
3.78K $413K
CVS
Cvs Health Corp

Healthcare
-930
- 4.45%
$55.81 - $63.18 $51.9K - $58.8K
20K $1.26M
NVS
Novartis Ag

Healthcare
-2.42K
- 6.89%
$106.13 - $120.89 $257K - $293K
32.8K $3.77M
OTIS
Otis Worldwide Corp

Industrials
-137
- 2.91%
$91.43 - $104.43 $12.5K - $14.3K
4.57K $475K
AMCR
Amcor PLC

Consumer Cyclical
-85
- 0.58%
$9.5 - $11.44 $808 - $972
14.7K $166K
AJG
Arthur J. Gallagher & Co.

Financial Services
-31
- 2.06%
$259.22 - $299.75 $8.04K - $9.29K
1.48K $415K
TGT
Target Corp

Consumer Defensive
-10
- 0.29%
$133.47 - $159.25 $1.33K - $1.59K
3.43K $534K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-50
- 0.35%
$48.46 - $54.37 $2.42K - $2.72K
14.1K $757K
CMCSA
Comcast Corp

Communication Services
-1.58K
- 4.22%
$37.33 - $41.78 $59K - $66.1K
35.9K $1.5M
WEC
Wec Energy Group, Inc.

Utilities
-75
- 2.88%
$77.68 - $96.19 $5.83K - $7.21K
2.53K $243K
PEP
Pepsico Inc

Consumer Defensive
-4.07K
- 2.83%
$161.9 - $179.3 $659K - $730K
140K $23.7M
USB
Us Bancorp \De\

Financial Services
-45
- 0.64%
$39.04 - $47.23 $1.76K - $2.13K
7.02K $321K
YUM
Yum Brands Inc

Consumer Cyclical
-136
- 1.53%
$125.95 - $139.96 $17.1K - $19K
8.73K $1.22M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.36%
$2815.0 - $3212.87 $2.82K - $3.21K
276 $869K
ICF
Ishares Tr

ETFs
-2.3K
- 9.77%
$56.77 - $67.33 $131K - $155K
21.2K $1.4M
AMGN
Amgen Inc

Healthcare
-355
- 1.98%
$309.38 - $337.38 $110K - $120K
17.6K $5.66M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10
- 0.04%
$84.77 - $97.13 $848 - $971
24.9K $2.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2
- 0.04%
$57.22 - $80.08 $114 - $160
4.6K $358K
GS
Goldman Sachs Group Inc

Financial Services
-75
- 2.4%
$459.02 - $510.25 $34.4K - $38.3K
3.06K $1.51M
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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