COCM
BLD

Charter Oak Capital Management’s TopBuild BLD Stock Holding History

Charter Oak Capital Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60
Closed -$10K – 247
2022
Q2 		$10K Hold
60
– – ﹤0.01% 585
2022
Q1 		$11K Hold
60
– – ﹤0.01% 607
2021
Q4 		$17K Hold
60
– – ﹤0.01% 533
2021
Q3 		$12K Hold
60
– – ﹤0.01% 545
2021
Q2 		$12K Hold
60
– – ﹤0.01% 536
2021
Q1 		$13K Hold
60
– – ﹤0.01% 497
2020
Q4 		$11K Buy
+60
New +$10.6K ﹤0.01% 489

Other funds holding BLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charter Oak Capital Management sold out of TopBuild (BLD) in Q3 2022, closing a stake of 60 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in BLD in Q4 2020 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 352 funds tracked by Wall St. Rank hold BLD as of Q3 2022.

  • Charter Oak Capital Management reported no remaining TopBuild position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 60 TopBuild shares in Q3 2022, an estimated $10K.
  • Charter Oak Capital Management first reported a position in TopBuild in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's TopBuild position peaked at $17K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held TopBuild as of Q3 2022.

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