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Charter Oak Capital Management’s Celanese CE Stock Holding History

Charter Oak Capital Management’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-50
Closed -$7K – 924
2022
Q1 		$7K Hold
50
– – ﹤0.01% 687
2021
Q4 		$8K Hold
50
– – ﹤0.01% 637
2021
Q3 		$8K Hold
50
– – ﹤0.01% 599
2021
Q2 		$8K Hold
50
– – ﹤0.01% 598
2021
Q1 		$7K Hold
50
– – ﹤0.01% 588
2020
Q4 		$6K Buy
+50
New +$6.22K ﹤0.01% 567

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charter Oak Capital Management's CE Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Celanese (CE) in Q2 2022, closing a stake of 50 shares — an estimated $7K sold.

Charter Oak Capital Management first reported a position in CE in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 669 funds tracked by Wall St. Rank hold CE as of Q2 2022.

  • Charter Oak Capital Management reported no remaining Celanese position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 50 Celanese shares in Q2 2022, an estimated $7K.
  • Charter Oak Capital Management first reported a position in Celanese in Q4 2020 and held it in 6 quarters.
  • Charter Oak Capital Management's Celanese position peaked at $8K in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Celanese as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.