Charter Oak Capital Management’s Boston Scientific BSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-899	Closed	-$34K	–	263
2022 Q2	$34K	Hold	899	–	–	﹤0.01%	386
2022 Q1	$40K	Hold	899	–	–	﹤0.01%	388
2021 Q4	$38K	Hold	899	–	–	﹤0.01%	399
2021 Q3	$39K	Hold	899	–	–	﹤0.01%	358
2021 Q2	$38K	Hold	899	–	–	﹤0.01%	350
2021 Q1	$35K	Hold	899	–	–	﹤0.01%	357
2020 Q4	$32K	Buy	+899	New	+$32.4K	﹤0.01%	358

Other funds holding BSX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Boston Scientific (BSX) in Q3 2022, closing a stake of 899 shares — an estimated $34K sold.

Charter Oak Capital Management first reported a position in BSX in Q4 2020 and held it in 7 quarters. The position peaked at $40K in Q1 2022. 864 funds tracked by Wall St. Rank hold BSX as of Q3 2022.

Charter Oak Capital Management reported no remaining Boston Scientific position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 899 Boston Scientific shares in Q3 2022, an estimated $34K.
Charter Oak Capital Management first reported a position in Boston Scientific in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Boston Scientific position peaked at $40K in Q1 2022.
864 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2022.

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