Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CHOATE INVESTMENT ADVISORS
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,714,856,000
  Total Value Change : $485,278,000
  Securities Held Change : 26
   
All Securities Held : 405
  New Positions : 44
  Closed Positions : 29
  Increased Positions : 151
  Unchanged Positions : 62
  Decreased Positions : 148

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 29     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 434 Closed $57.19 $0 0 0% -896,000 -13,119 0    Industrial Metals & M...
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 421 Closed $108.35 $0 0 0% -527,000 -3,988 0    Semiconductor Equipme...
   (NKTR)1 Year Chart         NKTR Nektar Therapeutics 408 Closed $1.76 $0 0 0% -7,000 -11,580 0    Drug Delivery
   (BRKS)1 Year Chart         BRKS Brooks Automation Inc 427 Closed $51.60 $0 0 0% -859,000 -13,187 0    Semiconductor Equipme...
   (HBM)1 Year Chart         HBM Hudbay Minerals Inc 414 Closed $8.78 $0 0 0% -248,000 -45,000 0    Industrial Metals & M...
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 433 Closed $228.12 $0 0 0% -1,156,000 -4,889 0    Biotechnology
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 420 Closed $248.31 $0 0 0% -259,000 -1,084 0    Business Services
   (GUNR)1 Year Chart         GUNR FlexShares Global Upstream ... 407 Closed $42.69 $0 0 0% -2,076,000 -50,696 0    N/A
   (TSEM)1 Year Chart         TSEM Tower Semiconductor Ltd (USA) 426 Closed $36.71 $0 0 0% -275,000 -9,000 0    Semiconductor - Integ...
   (CRS)1 Year Chart         CRS Carpenter Technology Corp 413 Closed $104.67 $0 0 0% -538,000 -7,600 0    Steel & Iron
   (EPAM)1 Year Chart         EPAM Epam Systems, Inc. 432 Closed $183.40 $0 0 0% -214,000 -721 0    Information Technolog...
   (WOPEY)1 Year Chart         WOPEY Woodside Petroleum Ltd. 419 Closed $18.71 $0 0 0% -800,000 -37,909 0    Independent Oil & Gas
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 406 Closed $17.32 $0 0 0% -3,722,000 -182,295 0    Steel & Iron
   (NET)1 Year Chart         NET Cloudflare, Inc. 425 Closed $0.00 $0 0 0% -1,075,000 -12,908 0    N/A
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 412 Closed $0.00 $0 0 0% -258,000 -5,245 0    N/A
   (ZTR)1 Year Chart         ZTR Virtus Global Dividend & In... 431 Closed $5.44 $0 0 0% -68,000 -12,329 0    Closed - End Fund - Debt
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 418 Closed $90.79 $0 0 0% -452,000 -4,807 0    Closed - End Fund - E...
   (SAN)1 Year Chart         SAN Banco Santander Central His... 424 Closed $5.03 $0 0 0% -55,000 -13,274 0    Foreign Money Center ...
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 411 Closed $2.70 $0 0 0% -27,000 -11,109 0    Foreign Regional Banks
   (HSIC)1 Year Chart         HSIC Henry Schein Inc 430 Closed $73.31 $0 0 0% -238,000 -3,138 0    Medical Equipment Who...
   (RBLX)1 Year Chart         RBLX Roblox Corp 417 Closed $0.00 $0 0 0% -402,000 -8,785 0    N/A
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 423 Closed $15.94 $0 0 0% -144,000 -10,436 0    Oil & Gas Pipelines &...
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 410 Closed $91.50 $0 0 0% -218,000 -2,416 0    Semiconductor - Speci...
   (TXG)1 Year Chart         TXG 10x Genomics, Inc. 429 Closed $0.00 $0 0 0% -878,000 -15,692 0    N/A
   (SJM)1 Year Chart         SJM JM Smucker Company 416 Closed $115.34 $0 0 0% -217,000 -1,718 0    Processed & Packaged ...
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 422 Closed $0.00 $0 0 0% -477,000 -5,010 0    N/A
   (EIX)1 Year Chart         EIX Edison International 409 Closed $74.89 $0 0 0% -281,000 -3,933 0    Electric Utilities
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 428 Closed $144.94 $0 0 0% -1,026,000 -7,305 0    Diversified Electronics
   (VFC)1 Year Chart         VFC VF Corp 415 Closed $12.43 $0 0 0% -201,000 -10,707 0    Textile - Apparel Clo...

      29 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results