Choate Investment Advisors’s Broadridge BR Stock Holding History

Choate Investment Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,158	Closed	-$258K	–	441
2025 Q4	$258K	Hold	1,158	–	–	0.01%	391
2025 Q3	$276K	Hold	1,158	–	–	0.01%	366
2025 Q2	$281K	Sell	1,158 -3	-0.3%	-$713	0.01%	348
2025 Q1	$281K	Sell	1,161 -136	-10%	-$32K	0.01%	337
2024 Q4	$293K	Sell	1,297 -24	-2%	-$5.38K	0.01%	334
2024 Q3	$284K	Sell	1,321 -91	-6%	-$19K	0.01%	324
2024 Q2	$278K	Buy	1,412 +200	+17%	+$39.7K	0.01%	316
2024 Q1	$248K	Buy	1,212 +21	+2%	+$4.24K	0.01%	358
2023 Q4	$245K	Buy	+1,191	New	+$220K	0.01%	332
2019 Q3	–	Sell	-1,589	Closed	-$203K	–	230
2019 Q2	$203K	Buy	+1,589	New	+$191K	0.01%	223
2018 Q4	–	Sell	-1,589	Closed	-$210K	–	226
2018 Q3	$210K	Buy	+1,589	New	+$202K	0.01%	188
2018 Q1	–	Sell	-2,559	Closed	-$232K	–	234
2017 Q4	$232K	Hold	2,559	–	–	0.01%	221
2017 Q3	$207K	Buy	+2,559	New	+$197K	0.01%	241

Other funds holding BR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return