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Charter Oak Capital Management’s Leidos LDOS Stock Holding History

Charter Oak Capital Management’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23
Closed -$2K – 551
2022
Q2 		$2K Hold
23
– – ﹤0.01% 836
2022
Q1 		$2K Buy
+23
New +$2.22K ﹤0.01% 882

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State Street
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Wellington Management Group
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Victory Capital Management
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Boston Partners
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Geode Capital Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Leidos (LDOS) in Q3 2022, closing a stake of 23 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in LDOS in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 539 funds tracked by Wall St. Rank hold LDOS as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Leidos position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 23 Leidos shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Leidos in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Leidos position peaked at $2K in Q2 2022.
  • 539 funds tracked by Wall St. Rank held Leidos as of Q3 2022.

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