First National Bank of Mount Dora’s Charter Communications CHTR Stock Holding History

First National Bank of Mount Dora’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	-1,149	Closed	-$390K	–	131
2022 Q4	$390K	Sell	1,149 -20	-2%	-$7.03K	0.13%	96
2022 Q3	$355K	Sell	1,169 -1,595	-58%	-$682K	0.13%	94
2022 Q2	$1.29M	Buy	2,764 +375	+16%	+$183K	0.45%	59
2022 Q1	$1.3M	Buy	+2,389	New	+$1.4M	0.39%	63

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

First National Bank of Mount Dora's CHTR Position: Q1 2023 in Review

First National Bank of Mount Dora sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 1,149 shares — an estimated $390K sold.

First National Bank of Mount Dora first reported a position in CHTR in Q1 2022 and held it in 4 quarters. The position peaked at $1.3M in Q1 2022. 860 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

First National Bank of Mount Dora reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
First National Bank of Mount Dora sold 1,149 Charter Communications shares in Q1 2023, an estimated $390K.
First National Bank of Mount Dora first reported a position in Charter Communications in Q1 2022 and held it in 4 quarters.
First National Bank of Mount Dora's Charter Communications position peaked at $1.3M in Q1 2022.
860 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on First National Bank of Mount Dora's 13F filing for Q1 2023, filed 12 Apr 2023.