Charter Oak Capital Management’s Editas Medicine EDIT Stock Holding History

Charter Oak Capital Management’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$2K	–	350
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	825
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	830
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	720
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	639
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	603
2021 Q1	$6K	Buy	150 +50	+50%	+$2.85K	﹤0.01%	604
2020 Q4	$7K	Buy	+100	New	+$4.11K	﹤0.01%	554

Other funds holding EDIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Editas Medicine (EDIT) in Q3 2022, closing a stake of 150 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in EDIT in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q2 2021. 264 funds tracked by Wall St. Rank hold EDIT as of Q3 2022.

Charter Oak Capital Management reported no remaining Editas Medicine position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 150 Editas Medicine shares in Q3 2022, an estimated $2K.
Charter Oak Capital Management first reported a position in Editas Medicine in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Editas Medicine position peaked at $8K in Q2 2021.
264 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2022.

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