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Charter Oak Capital Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Charter Oak Capital Management’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20
Closed – – 797
2020
Q4 		$0 Buy
+20
New +$278 ﹤0.01% 736

Other funds holding CWK

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charter Oak Capital Management's CWK Position: Q1 2021 in Review

Charter Oak Capital Management sold out of Cushman & Wakefield Ltd (CWK) in Q1 2021, closing a stake of 20 shares.

Charter Oak Capital Management first reported a position in CWK in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 120 funds tracked by Wall St. Rank hold CWK as of Q1 2021.

  • Charter Oak Capital Management reported no remaining Cushman & Wakefield Ltd position as of Q1 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 20 Cushman & Wakefield Ltd shares in Q1 2021.
  • Charter Oak Capital Management first reported a position in Cushman & Wakefield Ltd in Q4 2020 and held it in 1 quarter.
  • Charter Oak Capital Management's Cushman & Wakefield Ltd position peaked at $0 in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2021.

Based on Charter Oak Capital Management's 13F filing for Q1 2021, filed 17 May 2021.