Charter Oak Capital Management’s Albany International AIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-558	Closed	-$44K	–	178
2022 Q2	$44K	Hold	558	–	–	0.01%	345
2022 Q1	$47K	Hold	558	–	–	0.01%	361
2021 Q4	$49K	Hold	558	–	–	0.01%	353
2021 Q3	$43K	Hold	558	–	–	0.01%	343
2021 Q2	$50K	Hold	558	–	–	0.01%	314
2021 Q1	$47K	Hold	558	–	–	0.01%	320
2020 Q4	$41K	Buy	+558	New	+$35.2K	0.01%	313

Other funds holding AIN

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Albany International (AIN) in Q3 2022, closing a stake of 558 shares — an estimated $44K sold.

Charter Oak Capital Management first reported a position in AIN in Q4 2020 and held it in 7 quarters. The position peaked at $50K in Q2 2021. 239 funds tracked by Wall St. Rank hold AIN as of Q3 2022.

Charter Oak Capital Management reported no remaining Albany International position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 558 Albany International shares in Q3 2022, an estimated $44K.
Charter Oak Capital Management first reported a position in Albany International in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Albany International position peaked at $50K in Q2 2021.
239 funds tracked by Wall St. Rank held Albany International as of Q3 2022.

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