Charter Research & Investment Group, Inc. Closed Holding Positions

Charter Research & Investment Group, Inc.

  • $136 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALE
Allete Inc

Utilities
Q2 2022 Filed on Aug 10, 2022
3,003
$56.8 - $65.33 $171K - $196K
Peoples United Financial Inc
Q2 2022 Filed on Aug 10, 2022
91,532
N/A
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on May 13, 2022
940
$175.64 - $222.11 $165K - $209K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,384
$117.57 - $166.39 $163K - $230K
SUI
Sun Communities Inc

Real Estate
Q1 2022 Filed on May 13, 2022
1,000
$170.97 - $207.64 $171K - $208K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,000
$179.32 - $271.7 $179K - $272K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
24,935
N/A
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
14,375
$7.48 - $17.2 $108K - $247K
CELGRT
Bristol Myers Squibb CO Cont V
Q1 2021 Filed on May 14, 2021
12,267
N/A
WES
Western Midstream Partners, LP

Energy
Q4 2020 Filed on Feb 12, 2021
27,672
$7.63 - $15.89 $211K - $440K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
6,745
$90.23 - $132.4 $609K - $893K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
2,330
$123.08 - $127.1 $287K - $296K
TWTR
Twitter, Inc.

Communication Services
Q2 2020 Filed on Aug 12, 2020
12,035
$23.02 - $36.64 $277K - $441K
United Technologies Corp
Q2 2020 Filed on Aug 12, 2020
18,828
N/A
Aqua America Inc
Q1 2020 Filed on May 15, 2020
5,930
N/A
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on May 15, 2020
761
$195.69 - $279.01 $149K - $212K
Celgene Corp
Q4 2019 Filed on Jan 30, 2020
12,757
N/A
NEU
Newmarket Corp

Basic Materials
Q4 2019 Filed on Jan 30, 2020
768
$456.96 - $504.06 $351K - $387K
Anadarko Pete Corp
Q3 2019 Filed on Nov 14, 2019
5,495
N/A
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Nov 14, 2019
7,420
$21.34 - $28.9 $158K - $214K
VREX
Varex Imaging Corp

Healthcare
Q2 2019 Filed on Aug 14, 2019
7,817
$26.38 - $34.4 $206K - $269K
LRCX
Lam Research Corp

Technology
Q2 2019 Filed on Aug 14, 2019
1,370
$172.43 - $207.78 $236K - $285K
Varian Med Sys Inc
Q2 2019 Filed on Aug 14, 2019
4,420
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2019 Filed on Aug 14, 2019
23,335
$5.27 - $6.15 $123K - $144K
Dowdupont Inc
Q2 2019 Filed on Aug 14, 2019
6,643
N/A
CC
Chemours CO

Basic Materials
Q2 2019 Filed on Aug 14, 2019
8,200
$21.09 - $40.45 $173K - $332K
Western Gas Partners LP
Q1 2019 Filed on May 15, 2019
30,110
N/A
BA
Boeing CO

Industrials
Q4 2018 Filed on Feb 14, 2019
587
$294.16 - $392.3 $173K - $230K
Michaels Cos Inc
Q4 2018 Filed on Feb 14, 2019
53,235
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 10, 2018
1,400
N/A
WFC
Wells Fargo & Company

Financial Services
Q2 2018 Filed on Aug 10, 2018
43,545
$50.39 - $56.18 $2.19M - $2.45M
Bard C R Inc
Q1 2018 Filed on May 15, 2018
1,500
N/A
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