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Charter Oak Capital Management’s Hanover Insurance THG Stock Holding History

Charter Oak Capital Management’s Portfolio THG Stock Details THG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-63
Closed -$8K – 927
2021
Q3 		$8K Hold
63
– – ﹤0.01% 613
2021
Q2 		$9K Hold
63
– – ﹤0.01% 592
2021
Q1 		$8K Hold
63
– – ﹤0.01% 582
2020
Q4 		$7K Buy
+63
New +$6.79K ﹤0.01% 565

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T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Charter Oak Capital Management's THG Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Hanover Insurance (THG) in Q4 2021, closing a stake of 63 shares — an estimated $8K sold.

Charter Oak Capital Management first reported a position in THG in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 352 funds tracked by Wall St. Rank hold THG as of Q4 2021.

  • Charter Oak Capital Management reported no remaining Hanover Insurance position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 63 Hanover Insurance shares in Q4 2021, an estimated $8K.
  • Charter Oak Capital Management first reported a position in Hanover Insurance in Q4 2020 and held it in 4 quarters.
  • Charter Oak Capital Management's Hanover Insurance position peaked at $9K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.