COCM
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Charter Oak Capital Management’s Avis CAR Stock Holding History

Charter Oak Capital Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$5K – 268
2022
Q2 		$5K Hold
100
– – ﹤0.01% 697
2022
Q1 		$5K Hold
100
– – ﹤0.01% 743
2021
Q4 		$5K Hold
100
– – ﹤0.01% 696
2021
Q3 		$5K Hold
100
– – ﹤0.01% 663
2021
Q2 		$5K Hold
100
– – ﹤0.01% 655
2021
Q1 		$5K Hold
100
– – ﹤0.01% 627
2020
Q4 		$5K Buy
+100
New +$3.52K ﹤0.01% 593

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Avis (CAR) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in CAR in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 286 funds tracked by Wall St. Rank hold CAR as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Avis position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 100 Avis shares in Q3 2022, an estimated $5K.
  • Charter Oak Capital Management first reported a position in Avis in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Avis position peaked at $5K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held Avis as of Q3 2022.

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