Choate Investment Advisors

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$3.92B
Signature - Title
Erin Kerr - CCO
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Choate Investment Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Choate Investment Advisors reported 383 stock holdings with total value $3.92B as of Q3 2024. Top holdings included IVV, MUB, AAPL, MSFT, and SPYX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 383 $3.92B +$152M -$241M -$88.5M IVV, MUB, AAPL, MSFT, SPYX 13F-HR 11/13/2024, 02:50 PM
Q2 2024 377 $3.81B +$243M -$164M +$79.5M IVV, RSP, MSFT, MUB, SPYX 13F-HR 8/8/2024, 12:09 PM
Q1 2024 405 $3.71B +$425M -$225M +$201M IVV, RSP, MUB, MSFT, SPYX 13F-HR 5/7/2024, 05:10 PM
Q4 2023 379 $3.23B +$710M -$279M +$431M IVV, RSP, MUB, IEMG, AAPL 13F-HR 2/14/2024, 09:00 AM
Q3 2023 431 $2.55B +$281M -$32.2M +$249M IVV, RSP, MUB, IEMG, SPYX 13F-HR 10/30/2023, 11:02 AM
Q2 2023 348 $2.39B +$369M -$174M +$194M IVV, RSP, MUB, IEMG, SPYX 13F-HR 8/1/2023, 02:21 PM
Q1 2023 319 $2.07B +$500M -$286M +$214M IVV, RSP, IJR, SPYX, MUB 13F-HR 5/15/2023, 04:13 PM
Q4 2022 327 $1.65B +$332M -$224M +$108M IVV, RSP, IVW, IJR, BILS 13F-HR 2/14/2023, 12:31 PM
Q3 2022 293 $1.52B +$115M -$149M -$33.8M IVV, RSP, SGOV, SPYX, IJR 13F-HR 11/14/2022, 12:00 PM
Q2 2022 311 $1.65B +$172M -$138M +$33.7M RSP, IVV, SGOV, SPYX, AAPL 13F-HR 8/11/2022, 04:22 PM
Q1 2022 356 $1.88B +$290M -$45.6M +$245M RSP, IVV, SPYX, VGIT, SGOV 13F-HR 4/29/2022, 12:46 PM
Q4 2021 340 $1.71B +$48.6M -$40.4M +$8.22M IVV, RSP, SPYX, VGIT, SGOV 13F-HR 2/7/2022, 10:16 AM
Q3 2021 303 $1.57B +$63.5M -$144M -$80.9M IVV, RSP, SPYX, VGIT, SGOV 13F-HR 11/4/2021, 03:56 PM
Q2 2021 338 $1.65B +$187M -$248M -$61.1M IVV, RSP, VGIT, SPYX, AAPL 13F-HR 7/30/2021, 11:01 AM
Q1 2021 299 $1.62B +$32.8M -$121M -$88.3M IVV, VGIT, SPYX, RSP, IEF 13F-HR 5/7/2021, 02:00 PM
Q4 2020 283 $1.65B +$34.4M -$52.2M -$17.9M IVV, VGIT, IEF, SPYX, RSP 13F-HR 2/8/2021, 10:30 AM
Q3 2020 280 $1.54B +$162M -$44.9M +$117M IVV, VGIT, IEF, SPYX, RSP 13F-HR 10/26/2020, 04:05 PM
Q2 2020 241 $1.38B +$107M -$174M -$67.5M IVV, VGIT, IEF, SPYX, RSP 13F-HR 7/23/2020, 12:21 PM
Q1 2020 232 $1.25B +$140M -$228M -$88.1M IVV, VGIT, RSP, SPYX, IEF 13F-HR 5/6/2020, 05:52 PM
Q4 2019 227 $1.65B +$36.8M -$116M -$78.9M IVV, VGIT, EQAL, SPYX, USLB 13F-HR 1/27/2020, 06:06 PM
Q3 2019 229 $1.62B +$36.6M -$104M -$67.7M IVV, VGIT, USLB, EQAL, SPYX 13F-HR 11/12/2019, 06:47 PM
Q2 2019 228 $1.67B +$117M -$186M -$68.7M IVV, VGIT, USLB, EQAL, IDLB 13F-HR 8/14/2019, 12:21 PM
Q1 2019 234 $1.69B +$146M -$179M -$33.7M IVV, USLB, VGIT, IDLB, EQAL 13F-HR 4/29/2019, 10:15 AM
Q4 2018 224 $1.55B +$548M -$432M +$116M IVV, USLB, IDLB, EQAL, VGIT 13F-HR 2/14/2019, 02:15 PM
Q3 2018 196 $1.15B +$512M -$621M -$109M IDLB, EEMV, IEMG, FDN, SPYX 13F-HR 11/14/2018, 10:09 AM
Q2 2018 226 $1.72B +$449M -$603M -$154M IVV, USLB, USEQ, IDLB, IJR 13F-HR 7/30/2018, 04:34 PM
Q1 2018 231 $1.87B +$80.2M -$139M -$58.6M IVV, USLB, USEQ, IDLB, EEMS 13F-HR 5/4/2018, 11:46 AM
Q4 2017 237 $1.95B +$130M -$131M -$1.42M IVV, USLB, IDLB, EEMS, USEQ 13F-HR 2/14/2018, 10:15 AM
Q3 2017 246 $1.85B +$119M -$109M +$9.44M IVV, USLB, IDLB, EEMS, PRF 13F-HR 11/14/2017, 11:18 AM
Q2 2017 245 $1.77B +$121M -$108M +$12.4M IVV, USLB, IDLB, EEMS, PRF 13F-HR 8/11/2017, 08:33 AM
Q1 2017 249 $1.71B +$146M -$88.5M +$57.8M IVV, USLB, IDLB, GEM, PRF 13F-HR 5/11/2017, 11:16 AM
Q4 2016 242 $1.58B +$103M -$74.8M +$28.3M IVV, USLB, IDLB, GEM, PRF 13F-HR 2/13/2017, 10:58 AM
Q3 2016 237 $1.53B +$79.7M -$46M +$33.7M IVV, IDLB, USLB, GEM, PRF 13F-HR 11/15/2016, 12:33 PM
Q2 2016 229 $1.44B +$78.7M -$104M -$25.5M IVV, IDLB, USLB, PRF, MDY 13F-HR 8/11/2016, 10:45 AM
Q1 2016 243 $1.45B +$913M -$505M +$409M IVV, IDLB, USLB, PRF, IEMG 13F-HR 5/4/2016, 11:36 AM
Q4 2015 267 $989M +$239M -$702M -$464M VEA, IDLV, PKW, EFA, BNDX Restatement 3/30/2016, 02:13 PM
Q3 2015 253 $1.46B +$95.7M -$221M -$125M IVV, USMV, VEA, IDLV, PKW 13F-HR 11/12/2015, 08:54 AM
Q2 2015 253 $1.73B +$93M -$107M -$14.3M IVV, VEA, USMV, IDLV, HYG 13F-HR 8/13/2015, 03:49 PM
Q1 2015 261 $1.76B +$170M -$141M +$29.1M IVV, VEA, USMV, IDLV, VWO 13F-HR 5/14/2015, 04:31 PM
Q4 2014 275 $1.7B +$122M -$93.8M +$28.5M IVV, VEA, IDLV, USMV, VWO 13F-HR 2/17/2015, 02:54 PM
Q3 2014 257 $1.65B +$58.6M -$74.6M -$15.9M IVV, VEA, VWO, IDLV, USMV 13F-HR 11/13/2014, 02:56 PM
Q2 2014 304 $1.7B +$127M -$83.1M +$43.5M IVV, VEA, VWO, IDLV, PKW Restatement 8/14/2014, 03:41 PM
Q1 2014 290 $1.61B +$132M -$52.1M +$80.1M IVV, VEA, VWO, IDLV, EFA 13F-HR 5/15/2014, 04:08 PM
Q4 2013 263 $1.53B $0 $0 IVV, VEA, VWO, IDLV, EFA Restatement 2/5/2014, 10:26 AM