Charter Oak Capital Management’s Archer Daniels Midland ADM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,340	Closed	-$137K	–	165
2022 Q2	$137K	Hold	2,340	–	–	0.02%	207
2022 Q1	$137K	Hold	2,340	–	–	0.02%	218
2021 Q4	$137K	Hold	2,340	–	–	0.02%	218
2021 Q3	$137K	Hold	2,340	–	–	0.02%	204
2021 Q2	$137K	Hold	2,340	–	–	0.02%	205
2021 Q1	$137K	Hold	2,340	–	–	0.02%	200
2020 Q4	$0	Buy	+2,340	New	+$116K	﹤0.01%	725

Other funds holding ADM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Archer Daniels Midland (ADM) in Q3 2022, closing a stake of 2,340 shares — an estimated $137K sold.

Charter Oak Capital Management first reported a position in ADM in Q4 2020 and held it in 7 quarters. The position peaked at $137K in Q2 2022. 1,065 funds tracked by Wall St. Rank hold ADM as of Q3 2022.

Charter Oak Capital Management reported no remaining Archer Daniels Midland position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 2,340 Archer Daniels Midland shares in Q3 2022, an estimated $137K.
Charter Oak Capital Management first reported a position in Archer Daniels Midland in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Archer Daniels Midland position peaked at $137K in Q2 2022.
1,065 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2022.

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