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Charter Oak Capital Management’s Sprouts Farmers Market SFM Stock Holding History

Charter Oak Capital Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-74
Closed -$2K – 1001
2022
Q1 		$2K Buy
+74
New +$2.21K ﹤0.01% 896

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charter Oak Capital Management's SFM Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Sprouts Farmers Market (SFM) in Q2 2022, closing a stake of 74 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in SFM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 356 funds tracked by Wall St. Rank hold SFM as of Q2 2022.

  • Charter Oak Capital Management reported no remaining Sprouts Farmers Market position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 74 Sprouts Farmers Market shares in Q2 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Sprouts Farmers Market in Q1 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's Sprouts Farmers Market position peaked at $2K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.