Enlightenment Research’s Capital One COF Stock Holding History

Enlightenment Research’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,300	Closed	-$858K	–	139
2021 Q3	$858K	Buy	5,300 +212	+4%	+$34.6K	1.05%	30
2021 Q2	$787K	Buy	+5,088	New	+$768K	1%	28
2020 Q3	–	Sell	-3,200	Closed	-$200K	–	79
2020 Q2	$200K	Buy	+3,200	New	+$199K	0.48%	67
2019 Q1	–	Sell	-1,189	Closed	-$90K	–	219
2018 Q4	$90K	Buy	+1,189	New	+$103K	0.11%	198

Other funds holding COF

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Enlightenment Research's COF Position: Q4 2021 in Review

Enlightenment Research sold out of Capital One (COF) in Q4 2021, closing a stake of 5,300 shares — an estimated $858K sold.

Enlightenment Research first reported a position in COF in Q4 2018 and held it in 4 quarters. The position peaked at $858K in Q3 2021. 1,136 funds tracked by Wall St. Rank hold COF as of Q4 2021.

Enlightenment Research reported no remaining Capital One position as of Q4 2021 after selling out during the quarter.
Enlightenment Research sold 5,300 Capital One shares in Q4 2021, an estimated $858K.
Enlightenment Research first reported a position in Capital One in Q4 2018 and held it in 4 quarters.
Enlightenment Research's Capital One position peaked at $858K in Q3 2021.
1,136 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.