Cedar Mountain Advisors’s Charter Communications CHTR Stock Holding History

Cedar Mountain 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
2025 Q4	–	Sell	-3	Closed	-$825	–	764
2025 Q3	$825	Buy	+3	New	+$907	﹤0.01%	557
2022 Q3	–	Sell	-3	Closed	-$1K	–	304
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	276
2022 Q1	$2K	Sell	3 -3	-50%	-$1.76K	﹤0.01%	269
2021 Q4	$4K	Hold	6	–	–	﹤0.01%	243
2021 Q3	$4K	Hold	6	–	–	﹤0.01%	239
2021 Q2	$4K	Hold	6	–	–	﹤0.01%	223
2021 Q1	$4K	Hold	6	–	–	﹤0.01%	229
2020 Q4	$4K	Hold	6	–	–	﹤0.01%	219
2020 Q3	$4K	Hold	6	–	–	﹤0.01%	198
2020 Q2	$3K	Sell	6 -3	-33%	-$1.52K	﹤0.01%	200
2020 Q1	$4K	Hold	9	–	–	﹤0.01%	167
2019 Q4	$4K	Buy	+9	New	+$4.14K	﹤0.01%	182

Other funds holding CHTR

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors

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