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Fidelity msci utils index shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 4.1k 51.82
2023-09-30 $315k 8.3k 37.92
2023-06-30 $364k 8.6k 42.28
2023-03-31 $251k 5.7k 43.82
2022-12-31 $238k 5.2k 45.58
2022-09-30 $213k 5.1k 42.14
2022-06-30 $184k 4.1k 45.02
2022-03-31 $114k 2.4k 47.96
2021-12-31 $94k 2.0k 46.42
2021-09-30 $78k 1.9k 41.10
2021-06-30 $69k 1.7k 40.90
2021-03-31 $70k 1.7k 41.72
2020-12-31 $43k 1.1k 40.76