Institutions / Choate Investment Advisors / Activity
Activity — Choate Investment Advisors
389 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Westinghouse Air Brake Technologies Corp Common stock | $-224.1K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Keysight Technologies, Inc. Common stock | $-225.9K | -800 -51.58% | 751 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 922908595 Common stock | $-226.7K | -750 -33.72% | 1,474 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Ulta Beauty, Inc. Common stock | $-228.1K | -377 -100.00% | 0 | low |
| Q1 2026 as of | New | Dorchester Minerals, L.P. Common stock | $228.1K | +8K | 8,418 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | IBN Icici Bank Ltd ADR | $-230.0K | -8K -100.00% | 0 | low |
| Q1 2026 as of | New | FedEx Corp Common stock | $235.8K | +662 | 662 <0.01% of portfolio | low |
| Q1 2026 as of | New | Alliant Energy Corp Common stock | $235.9K | +3K | 3,288 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | NTES NetEase, Inc. ADR | $-236.4K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | First Solar Inc Common stock | $-237.5K | -909 -100.00% | 0 | low |
| Q1 2026 as of | Exit | AppLovin Corp Common stock | $-246.6K | -366 -100.00% | 0 | low |
| Q1 2026 as of | Add | Marathon Petroleum Corp Common stock | $250.0K | +1K +8.64% | 12,870 0.06% of portfolio | low |
| Q1 2026 as of | Exit | Liberty Broadband Corp Common stock | $-251.1K | -5K -100.00% | 0 | low |
| Q1 2026 as of | New | 867224107 Common stock | $251.6K | +4K | 3,806 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-252.5K | -682 -0.21% | 324,686 2.35% of portfolio | low |
| Q1 2026 as of | Trim | Tyler Technologies, Inc. Common stock | $-255.1K | -745 -7.36% | 9,384 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Blackstone Inc Common stock | $-255.9K | -2K -18.35% | 9,900 0.02% of portfolio | low |
| Q1 2026 as of | Exit | Broadridge Financial Solutions Inc Common stock | $-258.4K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-263.7K | -2K -6.79% | 24,915 0.07% of portfolio | low |
| Q1 2026 as of | Exit | G9001E128 Common stock | $-266.0K | -36K -100.00% | 0 | low |
| Q1 2026 as of | Add | DOVER Corp Common stock | $266.2K | +1K +16.01% | 9,254 0.04% of portfolio | low |
| Q1 2026 as of | New | Huntington Bancshares Inc /Md Common stock | $268.8K | +17K | 17,175 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Allstate Corp Common stock | $-270.4K | -1K -14.05% | 7,980 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 98149E303 Common stock | $-270.9K | -3K -9.58% | 27,598 0.05% of portfolio | low |
| Q1 2026 as of | New | TotalEnergies SE Common stock | $271.2K | +3K | 2,981 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Workday Inc Common stock | $-273.4K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-273.8K | -421 -0.45% | 92,230 1.17% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 Common stock | $-275.2K | -2K -8.43% | 26,438 0.06% of portfolio | low |
| Q1 2026 as of | New | G0250X149 Common stock | $275.5K | +7K | 6,931 <0.01% of portfolio | low |
| Q1 2026 as of | New | GameStop Corp. Common stock | $276.5K | +12K | 12,000 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $277.3K | +505 +1.74% | 29,467 0.32% of portfolio | low |
| Q1 2026 as of | Trim | 46436E718 Common stock | $-279.5K | -3K -9.63% | 26,069 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 921908844 Common stock | $-280.7K | -1K -2.58% | 49,254 0.21% of portfolio | low |
| Q1 2026 as of | Exit | 37960A529 Common stock | $-289.4K | -4K -100.00% | 0 | low |
| Q1 2026 as of | New | Phillips 66 Common stock | $290.9K | +2K | 1,597 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-291.4K | -2K -2.82% | 76,652 0.20% of portfolio | low |
| Q1 2026 as of | Exit | Par Technology Corp Common stock | $-297.4K | -8K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-303.3K | -976 -4.20% | 22,289 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Tesla Inc Common stock | $-308.9K | -831 -6.19% | 12,591 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Hologic Inc Common stock | $-310.3K | -4K -29.98% | 9,586 0.01% of portfolio | low |
| Q1 2026 as of | New | Cadence Design Systems Inc Common stock | $320.1K | +1K | 1,152 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Newmont Corp Common stock | $323.6K | +3K +5.87% | 53,905 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 136375102 Common stock | $-324.3K | -3K -2.42% | 127,054 0.26% of portfolio | low |
| Q1 2026 as of | Trim | 922908736 Common stock | $-325.0K | -744 -6.03% | 11,590 0.10% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $338.2K | +566 +1.26% | 45,552 0.53% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $345.1K | +2K +1.65% | 125,433 0.42% of portfolio | low |
| Q1 2026 as of | Trim | 670100205 Common stock | $-349.0K | -9K -26.22% | 26,725 0.02% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $349.7K | +1K +0.65% | 169,996 1.07% of portfolio | low |
| Q1 2026 as of | Add | 46435U853 Common stock | $352.1K | +10K +20.18% | 56,926 0.04% of portfolio | low |
| Q1 2026 as of | New | Dow Inc. Common stock | $355.7K | +9K | 8,541 <0.01% of portfolio | low |