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Epoch Investment Partners’s Charter Communications CHTR Stock Holding History

Epoch Investment Partners’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
2025
Q3 		– Sell
-4,485
Closed -$1.83M – 277
2025
Q2 		$1.83M Buy
4,485
+1,757
+64% +$673K 0.01% 222
2025
Q1 		$1.01M Buy
2,728
+377
+16% +$135K 0.01% 245
2024
Q4 		$806K Buy
+2,351
New +$850K ﹤0.01% 255
2024
Q1 		– Sell
-23,609
Closed -$9.18M – 413
2023
Q4 		$9.18M Sell
23,609
-1,594
-6% -$650K 0.04% 266
2023
Q3 		$11.1M Sell
25,203
-4,859
-16% -$2.02M 0.07% 248
2023
Q2 		$11M Buy
+30,062
New +$10.3M 0.06% 264
2022
Q3 		– Sell
-674
Closed -$316K – 432
2022
Q2 		$316K Sell
674
-339
-33% -$165K ﹤0.01% 418
2022
Q1 		$552K Buy
+1,013
New +$595K ﹤0.01% 398
2020
Q4 		– Sell
-179,938
Closed -$112M – 328
2020
Q3 		$112M Sell
179,938
-302,341
-63% -$178M 0.56% 66
2020
Q2 		$246M Sell
482,279
-9,748
-2% -$4.94M 1.27% 11
2020
Q1 		$215M Sell
492,027
-81,971
-14% -$40.1M 1.3% 14
2019
Q4 		$278M Buy
573,998
+344,538
+150% +$159M 1.2% 15
2019
Q3 		$94.6M Buy
+229,460
New +$92.6M 0.43% 94
2017
Q2 		– Sell
-35,160
Closed -$11.5M – 303
2017
Q1 		$11.5M Buy
+35,160
New +$11.2M 0.04% 213

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Epoch Investment Partners's CHTR Position: Q3 2025 in Review

Epoch Investment Partners sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 4,485 shares — an estimated $1.83M sold.

Epoch Investment Partners first reported a position in CHTR in Q1 2017 and held it in 14 quarters. The position peaked at $278M in Q4 2019. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Epoch Investment Partners reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 4,485 Charter Communications shares in Q3 2025, an estimated $1.83M.
  • Epoch Investment Partners first reported a position in Charter Communications in Q1 2017 and held it in 14 quarters.
  • Epoch Investment Partners's Charter Communications position peaked at $278M in Q4 2019.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Epoch Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.