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Evelyn V. Moreno’s Charter Communications CHTR Stock Holding History

Evelyn V. Moreno’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
-1,015
Closed -$344K – 133
2022
Q4 		$344K Buy
+1,015
New +$357K 0.08% 122

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Evelyn V. Moreno's CHTR Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 1,015 shares — an estimated $344K sold.

Evelyn V. Moreno first reported a position in CHTR in Q4 2022 and held it in 1 quarter. The position peaked at $344K in Q4 2022. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

  • Evelyn V. Moreno reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 1,015 Charter Communications shares in Q1 2023, an estimated $344K.
  • Evelyn V. Moreno first reported a position in Charter Communications in Q4 2022 and held it in 1 quarter.
  • Evelyn V. Moreno's Charter Communications position peaked at $344K in Q4 2022.
  • 859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.