Charter Oak Capital Management’s TFS Financial TFSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$3K	–	804
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	802
2022 Q1	$3K	Hold	200	–	–	﹤0.01%	852
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	731
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	705
2021 Q2	$4K	Buy	+200	New	+$4.16K	﹤0.01%	696

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

Charter Oak Capital Management sold out of TFS Financial (TFSL) in Q3 2022, closing a stake of 200 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in TFSL in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 146 funds tracked by Wall St. Rank hold TFSL as of Q3 2022.

Charter Oak Capital Management reported no remaining TFS Financial position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 200 TFS Financial shares in Q3 2022, an estimated $3K.
Charter Oak Capital Management first reported a position in TFS Financial in Q2 2021 and held it in 5 quarters.
Charter Oak Capital Management's TFS Financial position peaked at $4K in Q4 2021.
146 funds tracked by Wall St. Rank held TFS Financial as of Q3 2022.

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