Berman Capital Advisors’s Charter Communications CHTR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$460K	Buy	634 +74	+13%	+$56.1K	0.07%	143
2021 Q2	$403K	Buy	560 +45	+9%	+$30.3K	0.06%	142
2021 Q1	$316K	Buy	515 +57	+12%	+$35.6K	0.07%	141
2020 Q4	$302K	Buy	458 +49	+12%	+$31.2K	0.07%	121
2020 Q3	$254K	Sell	409 -4	-1%	-$2.36K	0.07%	126
2020 Q2	$209K	Buy	413 +16	+4%	+$8.12K	0.05%	141
2020 Q1	$172K	Buy	397 +63	+19%	+$30.8K	0.06%	139
2019 Q4	$161K	Hold	334	–	–	0.05%	161
2019 Q3	$136K	Buy	334 +15	+5%	+$6.05K	0.04%	173
2019 Q2	$125K	Sell	319 -5	-2%	-$1.87K	0.04%	180
2019 Q1	$111K	Buy	324 +82	+34%	+$27K	0.04%	183
2018 Q4	$68K	Buy	+242	New	+$75.9K	0.03%	219

Other funds holding CHTR

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's CHTR Position: Q3 2021 in Review

Berman Capital Advisors increased its Charter Communications (CHTR) stake by 13% in Q3 2021, buying an estimated $56.1K and bringing the position to 634 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #143.

Berman Capital Advisors first reported a position in CHTR in Q4 2018 and has held it in 12 quarters since. 1,012 funds tracked by Wall St. Rank hold CHTR as of Q3 2021.

Berman Capital Advisors held 634 shares of Charter Communications worth $460K as of Q3 2021.
Berman Capital Advisors bought 74 Charter Communications shares in Q3 2021, an estimated $56.1K.
Charter Communications made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #143 holding.
Berman Capital Advisors first reported a position in Charter Communications in Q4 2018 and has held it in 12 quarters since.
1,012 funds tracked by Wall St. Rank held Charter Communications as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.