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Disciplined Investments’s Charter Communications CHTR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-10
Closed -$3.67K – 365
2023
Q2 		$3.67K Sell
10
-2
-17% -$682 ﹤0.01% 471
2023
Q1 		$4.29K Buy
12
+4
+50% +$1.49K ﹤0.01% 462
2022
Q4 		$2.71K Buy
8
+5
+167% +$1.76K ﹤0.01% 519
2022
Q3 		$1K Sell
3
-9
-75% -$3.85K ﹤0.01% 830
2022
Q2 		$6K Buy
12
+2
+20% +$975 ﹤0.01% 417
2022
Q1 		$5K Buy
+10
New +$5.87K ﹤0.01% 450

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Disciplined Investments's CHTR Position: Q3 2023 in Review

Disciplined Investments sold out of Charter Communications (CHTR) in Q3 2023, closing a stake of 10 shares — an estimated $3.67K sold.

Disciplined Investments first reported a position in CHTR in Q1 2022 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 888 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • Disciplined Investments reported no remaining Charter Communications position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Charter Communications shares in Q3 2023, an estimated $3.67K.
  • Disciplined Investments first reported a position in Charter Communications in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Charter Communications position peaked at $6K in Q2 2022.
  • 888 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.