Charter Oak Capital Management’s Redfin RDFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-20	Closed	-$1K	–	1021
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	826
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	801
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	785
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	764
2020 Q4	$1K	Buy	+20	New	+$1.07K	﹤0.01%	715

Other funds holding RDFN

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charter Oak Capital Management's RDFN Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Redfin (RDFN) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in RDFN in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 240 funds tracked by Wall St. Rank hold RDFN as of Q1 2022.

Charter Oak Capital Management reported no remaining Redfin position as of Q1 2022 after selling out during the quarter.
Charter Oak Capital Management sold 20 Redfin shares in Q1 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in Redfin in Q4 2020 and held it in 5 quarters.
Charter Oak Capital Management's Redfin position peaked at $1K in Q4 2021.
240 funds tracked by Wall St. Rank held Redfin as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.