COCM
LADR

Charter Oak Capital Management’s Ladder Capital LADR Stock Holding History

Charter Oak Capital Management’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,482
Closed -$16K – 547
2022
Q2 		$16K Hold
1,482
– – ﹤0.01% 523
2022
Q1 		$18K Hold
1,482
– – ﹤0.01% 536
2021
Q4 		$18K Buy
1,482
+1,052
+245% +$12.5K ﹤0.01% 527
2021
Q3 		$5K Hold
430
– – ﹤0.01% 671
2021
Q2 		$5K Hold
430
– – ﹤0.01% 661
2021
Q1 		$5K Buy
+430
New +$4.68K ﹤0.01% 635

Other funds holding LADR

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Ladder Capital (LADR) in Q3 2022, closing a stake of 1,482 shares — an estimated $16K sold.

Charter Oak Capital Management first reported a position in LADR in Q1 2021 and held it in 6 quarters. The position peaked at $18K in Q1 2022. 176 funds tracked by Wall St. Rank hold LADR as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Ladder Capital position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,482 Ladder Capital shares in Q3 2022, an estimated $16K.
  • Charter Oak Capital Management first reported a position in Ladder Capital in Q1 2021 and held it in 6 quarters.
  • Charter Oak Capital Management's Ladder Capital position peaked at $18K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2022.

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