Choate Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-745	Closed	-$67.3K	–	420
2023 Q3	$67.3K	Buy	+745	New	+$68.2K	﹤0.01%	387
2022 Q4	–	Sell	-573	Closed	-$50K	–	337
2022 Q3	$50K	Buy	573 +390	+213%	+$36.3K	﹤0.01%	272
2022 Q2	$17K	Sell	183 -183	-50%	-$17.6K	﹤0.01%	300
2022 Q1	$38K	Buy	+366	New	+$38.2K	﹤0.01%	327

Other funds holding JNK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Choate Investment Advisors's JNK Position: Q4 2023 in Review

Choate Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 745 shares — an estimated $67.3K sold.

Choate Investment Advisors first reported a position in JNK in Q1 2022 and held it in 4 quarters. The position peaked at $67.3K in Q3 2023. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

Choate Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Choate Investment Advisors sold 745 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $67.3K.
Choate Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2022 and held it in 4 quarters.
Choate Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $67.3K in Q3 2023.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.