COCM
XRN

Charter Oak Capital Management’s Chiron Real Estate Inc XRN Stock Holding History

Charter Oak Capital Management’s Portfolio XRN Stock Details XRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-80
Closed -$4K – 435
2022
Q2 		$4K Hold
80
– – ﹤0.01% 737
2022
Q1 		$7K Hold
80
– – ﹤0.01% 694
2021
Q4 		$7K Buy
80
+40
+100% +$3.29K ﹤0.01% 661
2021
Q3 		$3K Buy
+40
New +$3.05K ﹤0.01% 723

Other funds holding XRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Chiron Real Estate Inc (XRN) in Q3 2022, closing a stake of 80 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in XRN in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 193 funds tracked by Wall St. Rank hold XRN as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Chiron Real Estate Inc position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 80 Chiron Real Estate Inc shares in Q3 2022, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Chiron Real Estate Inc in Q3 2021 and held it in 4 quarters.
  • Charter Oak Capital Management's Chiron Real Estate Inc position peaked at $7K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q3 2022.

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