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Charter Oak Capital Management’s GrafTech EAF Stock Holding History

Charter Oak Capital Management’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed -$1K – 345
2022
Q2 		$1K Hold
11
– – ﹤0.01% 869
2022
Q1 		$1K Buy
+11
New +$1.14K ﹤0.01% 923

Other funds holding EAF

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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Charter Oak Capital Management sold out of GrafTech (EAF) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in EAF in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 216 funds tracked by Wall St. Rank hold EAF as of Q3 2022.

  • Charter Oak Capital Management reported no remaining GrafTech position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 11 GrafTech shares in Q3 2022, an estimated $1K.
  • Charter Oak Capital Management first reported a position in GrafTech in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's GrafTech position peaked at $1K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held GrafTech as of Q3 2022.

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