Institutions / Choate Investment Advisors / Activity
Activity — Choate Investment Advisors
389 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Colgate Palmolive Co Common stock | $-106.9K | -1K -5.25% | 22,652 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Devon Energy Corp Common stock | $-106.9K | -2K -28.21% | 5,407 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Autodesk, Inc. Common stock | $-107.3K | -448 -13.55% | 2,859 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Ameriprise Financial Inc Common stock | $-111.1K | -250 -1.89% | 13,001 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-117.2K | -628 -9.28% | 6,139 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 922908629 Common stock | $-120.6K | -420 -5.18% | 7,687 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y605 Common stock | $-121.0K | -2K -19.97% | 9,817 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Liberty Broadband Corp Common stock | $-121.8K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Coterra Energy Inc. Common stock | $-122.1K | -3K -33.06% | 7,036 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Kla Corp Common stock | $125.2K | +85 +8.11% | 1,133 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Hilton Worldwide Holdings Inc. Common stock | $-127.4K | -419 -3.02% | 13,450 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 922908512 Common stock | $-129.0K | -700 -7.97% | 8,087 0.03% of portfolio | low |
| Q1 2026 as of | Add | 921935870 Common stock | $129.1K | +1K +7.16% | 19,091 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 921909768 Common stock | $-131.1K | -2K -0.59% | 286,869 0.43% of portfolio | low |
| Q1 2026 as of | Trim | Cognizant Technology Solutions Corp Common stock | $-134.3K | -2K -5.55% | 37,282 0.04% of portfolio | low |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $136.0K | +398 +1.59% | 25,477 0.17% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $138.2K | +570 +2.91% | 20,136 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Vistra Corp. Common stock | $-140.6K | -935 -14.24% | 5,631 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-142.8K | -891 -5.20% | 16,235 0.05% of portfolio | low |
| Q1 2026 as of | New | Patterson Uti Energy Inc Common stock | $144.0K | +13K | 13,300 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-154.8K | -1K -3.18% | 32,107 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-156.5K | -789 -6.50% | 11,348 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-163.6K | -805 -1.69% | 46,899 0.19% of portfolio | low |
| Q1 2026 as of | Add | Nucor Corp Common stock | $168.3K | +995 +18.17% | 6,472 0.02% of portfolio | low |
| Q1 2026 as of | Exit | 46641Q225 Common stock | $-175.5K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-180.1K | -2K -0.57% | 304,222 0.61% of portfolio | low |
| Q1 2026 as of | Exit | VKI Invesco Advantage Municipal Income Trust II Closed-End Fund | $-180.7K | -20K -100.00% | 0 | low |
| Q1 2026 as of | Add | Progressive CORP/OH Common stock | $183.4K | +925 +1.46% | 64,118 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 78468R796 Common stock | $-194.5K | -4K -0.15% | 2,377,793 2.47% of portfolio | low |
| Q1 2026 as of | Exit | Eastern Bankshares, Inc. Common stock | $-195.0K | -11K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-197.6K | -949 -0.20% | 473,418 1.93% of portfolio | low |
| Q1 2026 as of | Trim | 464287655 Common stock | $-199.4K | -804 -11.76% | 6,033 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 464287499 Common stock | $-201.5K | -2K -11.36% | 16,170 0.03% of portfolio | low |
| Q1 2026 as of | Exit | EPAM Systems, Inc. Common stock | $-202.2K | -987 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Lam Research Corp Common stock | $-204.9K | -959 -7.35% | 12,088 0.05% of portfolio | low |
| Q1 2026 as of | New | Equinix Inc Common stock | $205.8K | +210 | 210 <0.01% of portfolio | low |
| Q1 2026 as of | New | Cheniere Energy, Inc. Common stock | $206.3K | +727 | 727 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 808524201 Common stock | $-207.3K | -8K -100.00% | 0 | low |
| Q1 2026 as of | Exit | H42097107 Common stock | $-210.5K | -5K -100.00% | 0 | low |
| Q1 2026 as of | New | Edison International Common stock | $212.1K | +3K | 2,899 <0.01% of portfolio | low |
| Q1 2026 as of | New | Flagstar Bank, National Association Common stock | $212.9K | +16K | 16,163 <0.01% of portfolio | low |
| Q1 2026 as of | New | 003264108 Common stock | $213.3K | +3K | 2,979 <0.01% of portfolio | low |
| Q1 2026 as of | New | Akamai Technologies Inc Common stock | $214.8K | +2K | 1,870 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | TY TRI-CONTINENTAL Corp Closed-End Fund | $-214.8K | -7K -100.00% | 0 | low |
| Q1 2026 as of | New | Welltower, Inc. Common stock | $216.3K | +1K | 1,094 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Rollins Inc Common stock | $-218.2K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 759530108 Common stock | $-221.4K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Unum Group Common stock | $-222.3K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $223.3K | +880 +0.14% | 624,254 3.10% of portfolio | low |
| Q1 2026 as of | Trim | US Bancorp \De Common stock | $-223.6K | -4K -38.73% | 6,803 <0.01% of portfolio | low |