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Charter Oak Capital Management’s UFP Technologies UFPT Stock Holding History

Charter Oak Capital Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$20K – 835
2022
Q2 		$20K Hold
250
– – ﹤0.01% 477
2022
Q1 		$17K Hold
250
– – ﹤0.01% 550
2021
Q4 		$18K Hold
250
– – ﹤0.01% 530
2021
Q3 		$15K Hold
250
– – ﹤0.01% 514
2021
Q2 		$14K Hold
250
– – ﹤0.01% 521
2021
Q1 		$12K Hold
250
– – ﹤0.01% 524
2020
Q4 		$12K Buy
+250
New +$10.9K ﹤0.01% 487

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Charter Oak Capital Management sold out of UFP Technologies (UFPT) in Q3 2022, closing a stake of 250 shares — an estimated $20K sold.

Charter Oak Capital Management first reported a position in UFPT in Q4 2020 and held it in 7 quarters. The position peaked at $20K in Q2 2022. 122 funds tracked by Wall St. Rank hold UFPT as of Q3 2022.

  • Charter Oak Capital Management reported no remaining UFP Technologies position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 250 UFP Technologies shares in Q3 2022, an estimated $20K.
  • Charter Oak Capital Management first reported a position in UFP Technologies in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's UFP Technologies position peaked at $20K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2022.

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