Charter Oak Capital Management’s Leggett & Platt LEG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-603	Closed	-$21K	–	552
2022 Q2	$21K	Buy	603 +7	+1%	+$256	﹤0.01%	462
2022 Q1	$21K	Buy	596 +6	+1%	+$230	﹤0.01%	506
2021 Q4	$24K	Buy	590 +6	+1%	+$261	﹤0.01%	471
2021 Q3	$26K	Buy	584 +4	+0.7%	+$193	﹤0.01%	418
2021 Q2	$30K	Buy	580 +5	+0.9%	+$260	﹤0.01%	388
2021 Q1	$26K	Buy	575 +229	+66%	+$10.2K	﹤0.01%	399
2020 Q4	$15K	Buy	+346	New	+$14.8K	﹤0.01%	456

Other funds holding LEG

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Leggett & Platt (LEG) in Q3 2022, closing a stake of 603 shares — an estimated $21K sold.

Charter Oak Capital Management first reported a position in LEG in Q4 2020 and held it in 7 quarters. The position peaked at $30K in Q2 2021. 418 funds tracked by Wall St. Rank hold LEG as of Q3 2022.

Charter Oak Capital Management reported no remaining Leggett & Platt position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 603 Leggett & Platt shares in Q3 2022, an estimated $21K.
Charter Oak Capital Management first reported a position in Leggett & Platt in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Leggett & Platt position peaked at $30K in Q2 2021.
418 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2022.

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