COCM
CHWY icon

Charter Oak Capital Management’s Chewy CHWY Stock Holding History

Charter Oak Capital Management’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-64
Closed -$2K – 277
2022
Q2 		$2K Hold
64
– – ﹤0.01% 822
2022
Q1 		$3K Hold
64
– – ﹤0.01% 829
2021
Q4 		$4K Buy
+64
New +$4.18K ﹤0.01% 716

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Chewy (CHWY) in Q3 2022, closing a stake of 64 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in CHWY in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 359 funds tracked by Wall St. Rank hold CHWY as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Chewy position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 64 Chewy shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Chewy in Q4 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Chewy position peaked at $4K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held Chewy as of Q3 2022.

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