Choate Investment Advisors’s J&J Snack Foods JJSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,353	Closed	-$210K	–	409
2024 Q4	$210K	Sell	1,353 -2,130	-61%	-$357K	0.01%	381
2024 Q3	$599K	Sell	3,483 -4,999	-59%	-$839K	0.02%	244
2024 Q2	$1.38M	Sell	8,482 -16,902	-67%	-$2.58M	0.04%	161
2024 Q1	$3.67M	Sell	25,384 -5,689	-18%	-$859K	0.1%	106
2023 Q4	$5.19M	Buy	+31,073	New	+$5.05M	0.16%	75

Other funds holding JJSF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Choate Investment Advisors's JJSF Position: Q1 2025 in Review

Choate Investment Advisors sold out of J&J Snack Foods (JJSF) in Q1 2025, closing a stake of 1,353 shares — an estimated $210K sold.

Choate Investment Advisors first reported a position in JJSF in Q4 2023 and held it in 5 quarters. The position peaked at $5.19M in Q4 2023. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2025.

Choate Investment Advisors reported no remaining J&J Snack Foods position as of Q1 2025 after selling out during the quarter.
Choate Investment Advisors sold 1,353 J&J Snack Foods shares in Q1 2025, an estimated $210K.
Choate Investment Advisors first reported a position in J&J Snack Foods in Q4 2023 and held it in 5 quarters.
Choate Investment Advisors's J&J Snack Foods position peaked at $5.19M in Q4 2023.
246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.