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Financial Management Professionals’s Charter Communications CHTR Stock Holding History

Financial Management Professionals’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
-2
Closed -$818 – 958
2025
Q2 		$818 Sell
2
-41
-95% -$15.7K ﹤0.01% 849
2025
Q1 		$15.8K Buy
+43
New +$15.4K ﹤0.01% 463
2024
Q2 		– Sell
-1
Closed – – 903
2024
Q1 		$0 Sell
1
-20
-95% -$6.43K ﹤0.01% 961
2023
Q4 		$8K Hold
21
– – ﹤0.01% 570
2023
Q3 		$9K Hold
21
– – ﹤0.01% 497
2023
Q2 		$8K Hold
21
– – ﹤0.01% 573
2023
Q1 		$8K Buy
21
+5
+31% +$1.87K ﹤0.01% 597
2022
Q4 		$5K Hold
16
– – ﹤0.01% 622
2022
Q3 		$5K Sell
16
-13
-45% -$5.56K ﹤0.01% 599
2022
Q2 		$14K Buy
29
+14
+93% +$6.83K ﹤0.01% 419
2022
Q1 		$8K Buy
15
+6
+67% +$3.52K ﹤0.01% 562
2021
Q4 		$6K Buy
9
+1
+13% +$681 ﹤0.01% 556
2021
Q3 		$6K Hold
8
– – ﹤0.01% 554
2021
Q2 		$6K Hold
8
– – ﹤0.01% 478
2021
Q1 		$5K Buy
8
+1
+14% +$625 ﹤0.01% 469
2020
Q4 		$5K Sell
7
-22
-76% -$14K ﹤0.01% 440
2020
Q3 		$18K Hold
29
– – 0.01% 268
2020
Q2 		$15K Buy
+29
New +$14.7K 0.01% 274
2018
Q1 		– Sell
-1
Closed – – 285
2017
Q4 		$0 Hold
1
– – ﹤0.01% 234
2017
Q3 		$0 Hold
1
– – ﹤0.01% 240
2017
Q2 		$0 Hold
1
– – ﹤0.01% 260
2017
Q1 		$0 Sell
1
-7
-88% -$2.23K ﹤0.01% 281
2016
Q4 		$2K Buy
8
+7
+700% +$1.89K ﹤0.01% 239
2016
Q3 		$0 Hold
1
– – ﹤0.01% 315
2016
Q2 		$0 Buy
+1
New +$215 ﹤0.01% 423

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Management Professionals's CHTR Position: Q3 2025 in Review

Financial Management Professionals sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 2 shares — an estimated $818 sold.

Financial Management Professionals first reported a position in CHTR in Q2 2016 and held it in 25 quarters. The position peaked at $18K in Q3 2020. 807 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Financial Management Professionals reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 2 Charter Communications shares in Q3 2025, an estimated $818.
  • Financial Management Professionals first reported a position in Charter Communications in Q2 2016 and held it in 25 quarters.
  • Financial Management Professionals's Charter Communications position peaked at $18K in Q3 2020.
  • 807 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.