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Charter Oak Capital Management’s Tandem Diabetes Care TNDM Stock Holding History

Charter Oak Capital Management’s Portfolio TNDM Stock Details TNDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$6K – 811
2022
Q2 		$6K Hold
100
– – ﹤0.01% 678
2022
Q1 		$12K Buy
+100
New +$11.7K ﹤0.01% 602

Other funds holding TNDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Tandem Diabetes Care (TNDM) in Q3 2022, closing a stake of 100 shares — an estimated $6K sold.

Charter Oak Capital Management first reported a position in TNDM in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 299 funds tracked by Wall St. Rank hold TNDM as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Tandem Diabetes Care position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 100 Tandem Diabetes Care shares in Q3 2022, an estimated $6K.
  • Charter Oak Capital Management first reported a position in Tandem Diabetes Care in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Tandem Diabetes Care position peaked at $12K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q3 2022.

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