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Baron Financial Group’s Charter Communications CHTR Stock Holding History

Baron Financial Group’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$3.28K – 76
2022
Q2 		$3.28K Hold
7
– – ﹤0.01% 182
2022
Q1 		$3.82K Hold
7
– – ﹤0.01% 190
2021
Q4 		$4.56K Hold
7
– – ﹤0.01% 188
2021
Q3 		$5.09K Hold
7
– – ﹤0.01% 191
2021
Q2 		$5.05K Hold
7
– – ﹤0.01% 199
2021
Q1 		$4.32K Hold
7
– – ﹤0.01% 204
2020
Q4 		$4.63K Hold
7
– – ﹤0.01% 209
2020
Q3 		$4.37K Buy
+7
New +$4.13K ﹤0.01% 211

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Baron Financial Group's CHTR Position: Q3 2022 in Review

Baron Financial Group sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 7 shares — an estimated $3.28K sold.

Baron Financial Group first reported a position in CHTR in Q3 2020 and held it in 8 quarters. The position peaked at $5.09K in Q3 2021. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

  • Baron Financial Group reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 7 Charter Communications shares in Q3 2022, an estimated $3.28K.
  • Baron Financial Group first reported a position in Charter Communications in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Charter Communications position peaked at $5.09K in Q3 2021.
  • 837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.