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Choate Investment Advisors’s Charter Communications CHTR Stock Holding History

Choate Investment 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
Q3 		– Sell
-684
Closed -$280K – 432
2025
Q2 		$280K Buy
684
+29
+4% +$11.1K 0.01% 351
2025
Q1 		$241K Buy
655
+16
+3% +$5.72K 0.01% 359
2024
Q4 		$219K Buy
+639
New +$231K 0.01% 375
2023
Q4 		– Sell
-2,926
Closed -$1.29M – 388
2023
Q3 		$1.29M Buy
+2,926
New +$1.22M 0.05% 135
2022
Q2 		– Sell
-703
Closed -$383K – 330
2022
Q1 		$383K Hold
703
– – 0.02% 220
2021
Q4 		$458K Buy
+703
New +$479K 0.03% 195
2021
Q2 		– Sell
-431
Closed -$266K – 347
2021
Q1 		$266K Buy
431
+26
+6% +$16.2K 0.02% 230
2020
Q4 		$268K Buy
+405
New +$258K 0.02% 215

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Choate Investment Advisors's CHTR Position: Q3 2025 in Review

Choate Investment Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 684 shares — an estimated $280K sold.

Choate Investment Advisors first reported a position in CHTR in Q4 2020 and held it in 8 quarters. The position peaked at $1.29M in Q3 2023. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Choate Investment Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 684 Charter Communications shares in Q3 2025, an estimated $280K.
  • Choate Investment Advisors first reported a position in Charter Communications in Q4 2020 and held it in 8 quarters.
  • Choate Investment Advisors's Charter Communications position peaked at $1.29M in Q3 2023.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.