Creative Planning’s Sachem Capital Corp SACH Stock Holding History

Creative Planning’s Portfolio SACH Stock Details SACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-54,000	Closed	-$295K	–	2203
2021 Q3	$295K	Buy	+54,000	New	+$273K	﹤0.01%	1604

Other funds holding SACH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's SACH Position: Q4 2021 in Review

Creative Planning sold out of Sachem Capital Corp (SACH) in Q4 2021, closing a stake of 54,000 shares — an estimated $295K sold.

Creative Planning first reported a position in SACH in Q3 2021 and held it in 1 quarter. The position peaked at $295K in Q3 2021. 58 funds tracked by Wall St. Rank hold SACH as of Q4 2021.

Creative Planning reported no remaining Sachem Capital Corp position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 54,000 Sachem Capital Corp shares in Q4 2021, an estimated $295K.
Creative Planning first reported a position in Sachem Capital Corp in Q3 2021 and held it in 1 quarter.
Creative Planning's Sachem Capital Corp position peaked at $295K in Q3 2021.
58 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.