Charter Oak Capital Management’s CACI CACI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8	Closed	-$2K	–	966
2021 Q4	$2K	Buy	+8	New	+$2.19K	﹤0.01%	769

Other funds holding CACI

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Charter Oak Capital Management's CACI Position: Q1 2022 in Review

Charter Oak Capital Management sold out of CACI (CACI) in Q1 2022, closing a stake of 8 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in CACI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 404 funds tracked by Wall St. Rank hold CACI as of Q1 2022.

Charter Oak Capital Management reported no remaining CACI position as of Q1 2022 after selling out during the quarter.
Charter Oak Capital Management sold 8 CACI shares in Q1 2022, an estimated $2K.
Charter Oak Capital Management first reported a position in CACI in Q4 2021 and held it in 1 quarter.
Charter Oak Capital Management's CACI position peaked at $2K in Q4 2021.
404 funds tracked by Wall St. Rank held CACI as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.