Edge Capital Group’s Charter Communications CHTR Stock Holding History

Edge Capital 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
2024 Q4	$218K	Hold	637	–	–	0.01%	299
2024 Q3	$206K	Buy	+637	New	+$214K	0.01%	306
2024 Q1	–	Sell	-642	Closed	-$250K	–	325
2023 Q4	$250K	Hold	642	–	–	0.01%	271
2023 Q3	$282K	Hold	642	–	–	0.02%	239
2023 Q2	$236K	Buy	642 +265	+70%	+$90.4K	0.01%	280
2023 Q1	$135K	Buy	+377	New	+$141K	0.01%	326

Other funds holding CHTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Capital Group's CHTR Position: Q4 2024 in Review

Edge Capital Group held its Charter Communications (CHTR) position steady in Q4 2024 at 637 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #299.

Edge Capital Group first reported a position in CHTR in Q1 2023 and has held it in 6 quarters since. The position peaked at $282K in Q3 2023. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Edge Capital Group held 637 shares of Charter Communications worth $218K as of Q4 2024.
Edge Capital Group left its Charter Communications share count unchanged in Q4 2024.
Charter Communications made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #299 holding.
Edge Capital Group first reported a position in Charter Communications in Q1 2023 and has held it in 6 quarters since.
Edge Capital Group's Charter Communications position peaked at $282K in Q3 2023.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.