Clean Yield Group’s Charter Communications CHTR Stock Holding History

Clean Yield 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 Q4	–	Sell	-14	Closed	-$4K	–	468
2022 Q3	$4K	Hold	14	–	–	﹤0.01%	367
2022 Q2	$7K	Sell	14 -2	-13%	-$975	﹤0.01%	357
2022 Q1	$9K	Buy	16 +2	+14%	+$1.17K	﹤0.01%	363
2021 Q4	$9K	Hold	14	–	–	﹤0.01%	374
2021 Q3	$10K	Hold	14	–	–	﹤0.01%	369
2021 Q2	$10K	Buy	+14	New	+$9.42K	﹤0.01%	366
2021 Q1	–	Sell	-14	Closed	-$9K	–	194
2020 Q4	$9K	Hold	14	–	–	﹤0.01%	350
2020 Q3	$9K	Hold	14	–	–	﹤0.01%	311
2020 Q2	$7K	Hold	14	–	–	﹤0.01%	308
2020 Q1	$6K	Buy	+14	New	+$6.85K	﹤0.01%	334

Other funds holding CHTR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clean Yield Group's CHTR Position: Q4 2022 in Review

Clean Yield Group sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 14 shares — an estimated $4K sold.

Clean Yield Group first reported a position in CHTR in Q1 2020 and held it in 10 quarters. The position peaked at $10K in Q3 2021. 886 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Clean Yield Group reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Clean Yield Group sold 14 Charter Communications shares in Q4 2022, an estimated $4K.
Clean Yield Group first reported a position in Charter Communications in Q1 2020 and held it in 10 quarters.
Clean Yield Group's Charter Communications position peaked at $10K in Q3 2021.
886 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.