SHIM
SACH

Stone House Investment Management’s Sachem Capital Corp SACH Stock Holding History

Stone House Investment Management’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
2023
Q2 		– Sell
-3,000
Closed -$11.2K – 355
2023
Q1 		$11.2K Buy
+3,000
New +$11K ﹤0.01% 149

Other funds holding SACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stone House Investment Management's SACH Position: Q2 2023 in Review

Stone House Investment Management sold out of Sachem Capital Corp (SACH) in Q2 2023, closing a stake of 3,000 shares — an estimated $11.2K sold.

Stone House Investment Management first reported a position in SACH in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 57 funds tracked by Wall St. Rank hold SACH as of Q2 2023.

  • Stone House Investment Management reported no remaining Sachem Capital Corp position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 3,000 Sachem Capital Corp shares in Q2 2023, an estimated $11.2K.
  • Stone House Investment Management first reported a position in Sachem Capital Corp in Q1 2023 and held it in 1 quarter.
  • Stone House Investment Management's Sachem Capital Corp position peaked at $11.2K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.