Charter Oak Capital Management’s Tanger SKT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-700	Closed	-$10K	–	753
2022 Q2	$10K	Hold	700	–	–	﹤0.01%	598
2022 Q1	$12K	Hold	700	–	–	﹤0.01%	600
2021 Q4	$13K	Hold	700	–	–	﹤0.01%	586
2021 Q3	$11K	Hold	700	–	–	﹤0.01%	565
2021 Q2	$13K	Hold	700	–	–	﹤0.01%	533
2021 Q1	$11K	Hold	700	–	–	﹤0.01%	536
2020 Q4	$7K	Buy	+700	New	+$5.92K	﹤0.01%	563

Other funds holding SKT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

Charter Oak Capital Management sold out of Tanger (SKT) in Q3 2022, closing a stake of 700 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in SKT in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 251 funds tracked by Wall St. Rank hold SKT as of Q3 2022.

Charter Oak Capital Management reported no remaining Tanger position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 700 Tanger shares in Q3 2022, an estimated $10K.
Charter Oak Capital Management first reported a position in Tanger in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Tanger position peaked at $13K in Q4 2021.
251 funds tracked by Wall St. Rank held Tanger as of Q3 2022.

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