Charter Oak Capital Management’s Atlassian TEAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2	Closed	–	–	801
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1012
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	945
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	832
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	806
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	790
2021 Q1	$0	Buy	+2	New	+$465	﹤0.01%	840

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Atlassian (TEAM) in Q3 2022, closing a stake of 2 shares.

Charter Oak Capital Management first reported a position in TEAM in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 605 funds tracked by Wall St. Rank hold TEAM as of Q3 2022.

Charter Oak Capital Management reported no remaining Atlassian position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 2 Atlassian shares in Q3 2022.
Charter Oak Capital Management first reported a position in Atlassian in Q1 2021 and held it in 6 quarters.
Charter Oak Capital Management's Atlassian position peaked at $1K in Q1 2022.
605 funds tracked by Wall St. Rank held Atlassian as of Q3 2022.

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