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Charter Oak Capital Management’s EVgo EVGO Stock Holding History

Charter Oak Capital Management’s Portfolio EVGO Stock Details EVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$6K – 383
2022
Q2 		$6K Hold
1,000
– – ﹤0.01% 663
2022
Q1 		$13K Buy
+1,000
New +$10K ﹤0.01% 582

Other funds holding EVGO

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charter Oak Capital Management sold out of EVgo (EVGO) in Q3 2022, closing a stake of 1,000 shares — an estimated $6K sold.

Charter Oak Capital Management first reported a position in EVGO in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 184 funds tracked by Wall St. Rank hold EVGO as of Q3 2022.

  • Charter Oak Capital Management reported no remaining EVgo position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,000 EVgo shares in Q3 2022, an estimated $6K.
  • Charter Oak Capital Management first reported a position in EVgo in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's EVgo position peaked at $13K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q3 2022.

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