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Charter Oak Capital Management’s Aptiv APTV Stock Holding History

Charter Oak Capital Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-51
Closed -$5K – 206
2022
Q2 		$5K Hold
51
– – ﹤0.01% 690
2022
Q1 		$6K Hold
51
– – ﹤0.01% 710
2021
Q4 		$8K Hold
51
– – ﹤0.01% 636
2021
Q3 		$8K Hold
51
– – ﹤0.01% 597
2021
Q2 		$8K Hold
51
– – ﹤0.01% 596
2021
Q1 		$7K Hold
51
– – ﹤0.01% 587
2020
Q4 		$7K Buy
+51
New +$5.67K ﹤0.01% 550

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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Aptiv (APTV) in Q3 2022, closing a stake of 51 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in APTV in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 680 funds tracked by Wall St. Rank hold APTV as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Aptiv position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 51 Aptiv shares in Q3 2022, an estimated $5K.
  • Charter Oak Capital Management first reported a position in Aptiv in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Aptiv position peaked at $8K in Q4 2021.
  • 680 funds tracked by Wall St. Rank held Aptiv as of Q3 2022.

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