Charter Oak Capital Management’s Vodafone VOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,469	Closed	-$23K	–	866
2022 Q2	$23K	Hold	1,469	–	–	﹤0.01%	453
2022 Q1	$24K	Sell	1,469 -350	-19%	-$5.97K	﹤0.01%	478
2021 Q4	$27K	Hold	1,819	–	–	﹤0.01%	455
2021 Q3	$28K	Sell	1,819 -1,000	-35%	-$16.5K	﹤0.01%	411
2021 Q2	$48K	Buy	2,819 +199	+8%	+$3.73K	0.01%	322
2021 Q1	$48K	Buy	2,620 +1,350	+106%	+$24.4K	0.01%	319
2020 Q4	$21K	Buy	+1,270	New	+$19.9K	﹤0.01%	408

Other funds holding VOD

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Vodafone (VOD) in Q3 2022, closing a stake of 1,469 shares — an estimated $23K sold.

Charter Oak Capital Management first reported a position in VOD in Q4 2020 and held it in 7 quarters. The position peaked at $48K in Q2 2021. 538 funds tracked by Wall St. Rank hold VOD as of Q3 2022.

Charter Oak Capital Management reported no remaining Vodafone position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,469 Vodafone shares in Q3 2022, an estimated $23K.
Charter Oak Capital Management first reported a position in Vodafone in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Vodafone position peaked at $48K in Q2 2021.
538 funds tracked by Wall St. Rank held Vodafone as of Q3 2022.

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