Charter Oak Capital Management, LLC Purchases and Sells in Q3 2024

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q3 2024

Top Buys

Incresed Positions

114 operations
Stock Shares change Price Range Shares Held Trade History
13.9K
+ 2.77%
$520.18 - $576.82 $7.25M - $8.04M
518K $299M
255K
+ 42.12%
$50.85 - $53.88 $13M - $13.8M
862K $46.3M
89.4K
+ 6.31%
$96.25 - $101.98 $8.61M - $9.12M
1.51M $152M
98.6K
+ 10.05%
$58.03 - $65.37 $5.72M - $6.45M
1.08M $69.9M
14.2K
+ 4.02%
$163.98 - $182.92 $2.33M - $2.6M
367K $66.8M
54.2K
+ 8.59%
$76.38 - $78.87 $4.14M - $4.28M
686K $53.9M
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
14.2K
New
$92.07 - $106.96 $1.31M - $1.52M
14.2K $1.48M
979
New
$429.6 - $500.99 $421K - $490K
979 $483K
2.45K
New
$107.93 - $120.23 $265K - $295K
2.45K $288K
955
New
$233.44 - $279.45 $223K - $267K
955 $264K
794
New
$309.38 - $337.38 $246K - $268K
794 $255K
2.26K
New
$106.11 - $113.72 $240K - $257K
2.26K $255K
View all

Top Sells

Reduced Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
-643
- 10.33%
$174.88 - $254.97 $112K - $164K
5.58K $1.13M
-1.25K
- 7.06%
$200.56 - $243.33 $250K - $303K
16.4K $3.78M
-2.84K
- 45.9%
$73.92 - $90.17 $210K - $256K
3.34K $301K
-220
- 8.58%
$514.43 - $606.85 $113K - $134K
2.34K $1.37M
-153
- 6.56%
$152.04 - $190.6 $23.3K - $29.2K
2.18K $331K
-923
- 17.56%
$106.13 - $108.7 $98K - $100K
4.33K $470K
View all
Activity Summary
Buys All Purchases 131 New Holdings 17 Increased Positions 114 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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