Charter Oak Capital Management’s Agnico Eagle Mines AEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-97	Closed	-$4K	–	169
2022 Q2	$4K	Hold	97	–	–	﹤0.01%	724
2022 Q1	$6K	Buy	97 +56	+137%	+$3.03K	﹤0.01%	708
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	765
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	742
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	731
2021 Q1	$2K	Buy	41 +6	+17%	+$388	﹤0.01%	700
2020 Q4	$2K	Buy	+35	New	+$2.61K	﹤0.01%	658

Other funds holding AEM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Agnico Eagle Mines (AEM) in Q3 2022, closing a stake of 97 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in AEM in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 510 funds tracked by Wall St. Rank hold AEM as of Q3 2022.

Charter Oak Capital Management reported no remaining Agnico Eagle Mines position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 97 Agnico Eagle Mines shares in Q3 2022, an estimated $4K.
Charter Oak Capital Management first reported a position in Agnico Eagle Mines in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Agnico Eagle Mines position peaked at $6K in Q1 2022.
510 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q3 2022.

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