Charter Oak Capital Management’s Invitation Homes INVH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-435	Closed	-$15K	–	496
2022 Q2	$15K	Hold	435	–	–	﹤0.01%	530
2022 Q1	$17K	Hold	435	–	–	﹤0.01%	546
2021 Q4	$20K	Buy	+435	New	+$18K	﹤0.01%	508

Other funds holding INVH

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Invitation Homes (INVH) in Q3 2022, closing a stake of 435 shares — an estimated $15K sold.

Charter Oak Capital Management first reported a position in INVH in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 480 funds tracked by Wall St. Rank hold INVH as of Q3 2022.

Charter Oak Capital Management reported no remaining Invitation Homes position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 435 Invitation Homes shares in Q3 2022, an estimated $15K.
Charter Oak Capital Management first reported a position in Invitation Homes in Q4 2021 and held it in 3 quarters.
Charter Oak Capital Management's Invitation Homes position peaked at $20K in Q4 2021.
480 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2022.

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