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David Goel’s Charter Communications CHTR Stock Holding History

David Goel’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
2018
Q4 		– Sell
-225,000
Closed -$73.3M – 20
2018
Q3 		$73.3M Hold
225,000
– – 1.81% 15
2018
Q2 		$66M Hold
225,000
– – 1.87% 15
2018
Q1 		$70M Hold
225,000
– – 2.44% 13
2017
Q4 		$75.6M Buy
+225,000
New +$76.4M 2.7% 13

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

David Goel's CHTR Position: Q4 2018 in Review

David Goel sold out of Charter Communications (CHTR) in Q4 2018, closing a stake of 225,000 shares — an estimated $73.3M sold.

David Goel first reported a position in CHTR in Q4 2017 and held it in 4 quarters. The position peaked at $75.6M in Q4 2017. 765 funds tracked by Wall St. Rank hold CHTR as of Q4 2018.

  • David Goel reported no remaining Charter Communications position as of Q4 2018 after selling out during the quarter.
  • David Goel sold 225,000 Charter Communications shares in Q4 2018, an estimated $73.3M.
  • David Goel first reported a position in Charter Communications in Q4 2017 and held it in 4 quarters.
  • David Goel's Charter Communications position peaked at $75.6M in Q4 2017.
  • 765 funds tracked by Wall St. Rank held Charter Communications as of Q4 2018.

Based on Matrix Capital Management Company's 13F filing for Q4 2018, filed 14 Feb 2019.