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Charter Oak Capital Management’s American Homes 4 Rent AMH Stock Holding History

Charter Oak Capital Management’s Portfolio AMH Stock Details AMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-864
Closed -$31K – 191
2022
Q2 		$31K Hold
864
– – ﹤0.01% 406
2022
Q1 		$35K Buy
864
+64
+8% +$2.52K ﹤0.01% 408
2021
Q4 		$35K Buy
+800
New +$32.4K ﹤0.01% 409

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Charter Oak Capital Management sold out of American Homes 4 Rent (AMH) in Q3 2022, closing a stake of 864 shares — an estimated $31K sold.

Charter Oak Capital Management first reported a position in AMH in Q4 2021 and held it in 3 quarters. The position peaked at $35K in Q1 2022. 381 funds tracked by Wall St. Rank hold AMH as of Q3 2022.

  • Charter Oak Capital Management reported no remaining American Homes 4 Rent position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 864 American Homes 4 Rent shares in Q3 2022, an estimated $31K.
  • Charter Oak Capital Management first reported a position in American Homes 4 Rent in Q4 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's American Homes 4 Rent position peaked at $35K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q3 2022.

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