Charter Oak Capital Management’s American Campus Communities, Inc. ACC Stock Holding History

Charter Oak Capital Management’s Portfolio ACC Stock Details ACC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-125	Closed	-$8K	–	978
2022 Q2	$8K	Hold	125	–	–	﹤0.01%	638
2022 Q1	$7K	Buy	125 +65	+108%	+$3.48K	﹤0.01%	706
2021 Q4	$3K	Hold	60	–	–	﹤0.01%	760
2021 Q3	$3K	Buy	+60	New	+$2.98K	﹤0.01%	737

Other funds holding ACC

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Charter Oak Capital Management's ACC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of American Campus Communities, Inc. (ACC) in Q3 2022, closing a stake of 125 shares — an estimated $8K sold.

Charter Oak Capital Management first reported a position in ACC in Q3 2021 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 4 funds tracked by Wall St. Rank hold ACC as of Q3 2022.

Charter Oak Capital Management reported no remaining American Campus Communities, Inc. position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 125 American Campus Communities, Inc. shares in Q3 2022, an estimated $8K.
Charter Oak Capital Management first reported a position in American Campus Communities, Inc. in Q3 2021 and held it in 4 quarters.
Charter Oak Capital Management's American Campus Communities, Inc. position peaked at $8K in Q2 2022.
4 funds tracked by Wall St. Rank held American Campus Communities, Inc. as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.