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Choate Investment Advisors’s loanDepot LDI Stock Holding History

Choate Investment Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,265
Closed -$90K – 346
2021
Q3 		$90K Hold
13,265
– – 0.01% 269
2021
Q2 		$170K Buy
+13,265
New +$216K 0.01% 267

Other funds holding LDI

OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Choate Investment Advisors's LDI Position: Q4 2021 in Review

Choate Investment Advisors sold out of loanDepot (LDI) in Q4 2021, closing a stake of 13,265 shares — an estimated $90K sold.

Choate Investment Advisors first reported a position in LDI in Q2 2021 and held it in 2 quarters. The position peaked at $170K in Q2 2021. 50 funds tracked by Wall St. Rank hold LDI as of Q4 2021.

  • Choate Investment Advisors reported no remaining loanDepot position as of Q4 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 13,265 loanDepot shares in Q4 2021, an estimated $90K.
  • Choate Investment Advisors first reported a position in loanDepot in Q2 2021 and held it in 2 quarters.
  • Choate Investment Advisors's loanDepot position peaked at $170K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held loanDepot as of Q4 2021.

Based on Choate Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.