Echo Street Capital Management’s Charter Communications CHTR Stock Holding History

Echo Street Capital Management’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 Q1	–	Sell	-1,967	Closed	-$667K	–	509
2022 Q4	$667K	Sell	1,967 -1,626	-45%	-$571K	0.01%	226
2022 Q3	$1.09M	Buy	+3,593	New	+$1.54M	0.01%	151
2022 Q2	–	Sell	-1,821	Closed	-$993K	–	582
2022 Q1	$993K	Buy	+1,821	New	+$1.07M	0.01%	233
2021 Q4	–	Sell	-305	Closed	-$222K	–	641
2021 Q3	$222K	Buy	+305	New	+$231K	﹤0.01%	558
2021 Q1	–	Sell	-621	Closed	-$411K	–	520
2020 Q4	$411K	Buy	+621	New	+$395K	﹤0.01%	280

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

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

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

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

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

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

Echo Street Capital Management's CHTR Position: Q1 2023 in Review

Echo Street Capital Management sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 1,967 shares — an estimated $667K sold.

Echo Street Capital Management first reported a position in CHTR in Q4 2020 and held it in 5 quarters. The position peaked at $1.09M in Q3 2022. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

Echo Street Capital Management reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,967 Charter Communications shares in Q1 2023, an estimated $667K.
Echo Street Capital Management first reported a position in Charter Communications in Q4 2020 and held it in 5 quarters.
Echo Street Capital Management's Charter Communications position peaked at $1.09M in Q3 2022.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.