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Charter Oak Capital Management’s Toyota TM Stock Holding History

Charter Oak Capital Management’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-115
Closed -$18K – 809
2022
Q2 		$18K Hold
115
– – ﹤0.01% 500
2022
Q1 		$21K Hold
115
– – ﹤0.01% 508
2021
Q4 		$21K Hold
115
– – ﹤0.01% 500
2021
Q3 		$20K Hold
115
– – ﹤0.01% 459
2021
Q2 		$20K Buy
115
+50
+77% +$8.21K ﹤0.01% 460
2021
Q1 		$10K Hold
65
– – ﹤0.01% 550
2020
Q4 		$10K Buy
+65
New +$9.09K ﹤0.01% 519

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Toyota (TM) in Q3 2022, closing a stake of 115 shares — an estimated $18K sold.

Charter Oak Capital Management first reported a position in TM in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 115 Toyota shares in Q3 2022, an estimated $18K.
  • Charter Oak Capital Management first reported a position in Toyota in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Toyota position peaked at $21K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

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