Enlightenment Research’s Charter Communications CHTR Stock Holding History

Enlightenment Research’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	-2,400	Closed	-$728K	–	14
2022 Q3	$728K	Buy	+2,400	New	+$1.03M	1.61%	16
2022 Q2	–	Sell	-800	Closed	-$436K	–	118
2022 Q1	$436K	Buy	+800	New	+$470K	0.58%	53
2021 Q1	–	Sell	-2,300	Closed	-$1.52M	–	149
2020 Q4	$1.52M	Buy	+2,300	New	+$1.46M	2.15%	12
2020 Q2	–	Sell	-1,400	Closed	-$690K	–	111
2020 Q1	$690K	Buy	+1,400	New	+$685K	0.73%	25
2019 Q2	–	Sell	-4,400	Closed	-$1.53M	–	274
2019 Q1	$1.53M	Buy	4,400 +3,301	+300%	+$1.09M	2.97%	8
2018 Q4	$313K	Buy	+1,099	New	+$345K	0.39%	54

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

Enlightenment Research's CHTR Position: Q4 2022 in Review

Enlightenment Research sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 2,400 shares — an estimated $728K sold.

Enlightenment Research first reported a position in CHTR in Q4 2018 and held it in 6 quarters. The position peaked at $1.53M in Q1 2019. 887 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Enlightenment Research reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 2,400 Charter Communications shares in Q4 2022, an estimated $728K.
Enlightenment Research first reported a position in Charter Communications in Q4 2018 and held it in 6 quarters.
Enlightenment Research's Charter Communications position peaked at $1.53M in Q1 2019.
887 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.