COCM
MTOR

Charter Oak Capital Management’s MERITOR, Inc. MTOR Stock Holding History

Charter Oak Capital Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-35
Closed -$1K – 908
2021
Q1 		$1K Buy
+35
New +$1.04K ﹤0.01% 775

Other funds holding MTOR

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charter Oak Capital Management's MTOR Position: Q2 2021 in Review

Charter Oak Capital Management sold out of MERITOR, Inc. (MTOR) in Q2 2021, closing a stake of 35 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in MTOR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 202 funds tracked by Wall St. Rank hold MTOR as of Q2 2021.

  • Charter Oak Capital Management reported no remaining MERITOR, Inc. position as of Q2 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 35 MERITOR, Inc. shares in Q2 2021, an estimated $1K.
  • Charter Oak Capital Management first reported a position in MERITOR, Inc. in Q1 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's MERITOR, Inc. position peaked at $1K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q2 2021.

Based on Charter Oak Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.