Choate Investment Advisors

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 395
Total Value: 4024174273
Accession Number: 0001398344-25-009417
Form Type: 13F-HR
CIK: 0001399794
Manager Name: Choate Investment Advisors

Data Enrichment

90% identified

354 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $4,024,174.273K total value

395 positions

Manager:

SEC FilingSEC DataHachi Filing

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Medtronic plc

MDT|G5960L103

2321

Value:

$208.6M

464288760

1330

Value:

$203.6M

464287176

1830

Value:

$203.3M

Eastern Bankshares, Inc.

EBC|27627N105

10580(-0.1%)

Value:

$173.5M(-5.0%)

Invesco Advantage Municipal Income Trust II

VKI|46132E103

19814(+0.0%)

Value:

$169.2M(-2.3%)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

15000(+0.0%)

Value:

$168.6M(-0.4%)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

11861(+9.6%)

Value:

$161.5M(+53.5%)

Amcor plc

AMCR|G0250X107

15678(+0.0%)

Value:

$152.1M(+3.1%)

Viatris Inc

VTRS|92556V106

14124(-14.4%)

Value:

$123.0M(-40.1%)

KalVista Pharmaceuticals, Inc.

KALV|483497103

10000(+0.0%)

Value:

$115.4M(+36.2%)

Banco Santander, S.A.

SAN|05964H105

15493(+23.1%)

Value:

$103.8M(+80.8%)

Lloyds Banking Group plc

LYG|539439109

23163(-2.5%)

Value:

$88.5M(+36.9%)

ASPEN AEROGELS INC

ASPN|04523Y105

10000(+0.0%)

Value:

$63.9M(-46.2%)

MBIA INC

MBI|55262C100

11400(+0.0%)

Value:

$56.8M(-22.9%)

ConnectM Technology Solutions, Inc.

CNTM|207944109

98820(+0.0%)

Value:

$53.8M(-55.0%)

Instrument	Shares		Other Manager	Value
Medtronic Plc(MDTcusipG5960L103)	2.3K	QoQ NEW(+2.3K) YoY -11.47% (-301)	All Managers (Combined)	$208.6K	QoQ NEW(+$208.6K) YoY -8.72% (-$19.9K)
(cusip464288760)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$203.6K	QoQ NEW(+$203.6K) YoY NEW(+$203.6K)
(cusip464287176)✕	1.8K	QoQ NEW(+1.8K) YoY -16.05% (-350)	All Managers (Combined)	$203.3K	QoQ NEW(+$203.3K) YoY -13.17% (-$30.9K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	10.6K	QoQ -0.11% (-12) YoY NEW(+10.6K)	All Managers (Combined)	$173.5K	QoQ -5.03% (-$9.2K) YoY NEW(+$173.5K)
Invesco Advantage Municipal Income Trust Ii(VKIcusip46132E103)	19.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$169.2K	QoQ -2.28% (-$4.0K) YoY +0.47% (+$793)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	15.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$168.6K	QoQ -0.44% (-$750) YoY +1.99% (+$3.3K)
Banco Bilbao Vizcaya Argentaria, S.A.(BBVAcusip05946K101)	11.9K	QoQ +9.56% (+1.0K) YoY NEW(+11.9K)	All Managers (Combined)	$161.5K	QoQ +53.51% (+$56.3K) YoY NEW(+$161.5K)
Amcor Plc(AMCRcusipG0250X107)	15.7K	QoQ 0.00% (+0) YoY +5.68% (+844)	All Managers (Combined)	$152.1K	QoQ +3.08% (+$4.5K) YoY +7.80% (+$11.0K)
Viatris Inc(VTRScusip92556V106)	14.1K	QoQ -14.41% (-2.4K) YoY -8.43% (-1.3K)	All Managers (Combined)	$123.0K	QoQ -40.12% (-$82.4K) YoY -33.20% (-$61.2K)
Kalvista Pharmaceuticals, Inc.(KALVcusip483497103)	10.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$115.4K	QoQ +36.24% (+$30.7K) YoY -2.69% (-$3.2K)
Banco Santander, S.A.(SANcusip05964H105)	15.5K	QoQ +23.07% (+2.9K) YoY NEW(+15.5K)	All Managers (Combined)	$103.8K	QoQ +80.83% (+$46.4K) YoY NEW(+$103.8K)
Lloyds Banking Group Plc(LYGcusip539439109)	23.2K	QoQ -2.50% (-595) YoY NEW(+23.2K)	All Managers (Combined)	$88.5K	QoQ +36.92% (-$23.9K) YoY NEW(+$88.5K)
Aspen Aerogels Inc(ASPNcusip04523Y105)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$63.9K	QoQ -46.21% (-$54.9K) YoY -63.69% (-$112.1K)
Mbia Inc(MBIcusip55262C100)	11.4K	QoQ 0.00% (-0) YoY NEW(+11.4K)	All Managers (Combined)	$56.8K	QoQ -22.91% (-$16.9K) YoY NEW(+$56.8K)
Connectm Technology Solutions, Inc.(CNTMcusip207944109)	98.8K	QoQ 0.00% (-0) YoY NEW(+98.8K)	All Managers (Combined)	$53.8K	QoQ -54.97% (-$65.7K) YoY NEW(+$53.8K)