Freedom Investment Management’s Charter Communications CHTR Stock Holding History

Freedom Investment Management’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 Q1	–	Sell	-362	Closed	-$236K	–	807
2021 Q4	$236K	Buy	362 +2	+0.6%	+$1.36K	0.02%	753
2021 Q3	$262K	Sell	360 -1	-0.3%	-$759	0.02%	669
2021 Q2	$261K	Sell	361 -3	-0.8%	-$2.02K	0.02%	734
2021 Q1	$224K	Buy	+364	New	+$227K	0.02%	753
2018 Q1	–	Sell	-1,650	Closed	-$554K	–	1125
2017 Q4	$554K	Buy	1,650 +1,023	+163%	+$348K	0.03%	587
2017 Q3	$228K	Buy	+627	New	+$233K	0.01%	964
2017 Q1	–	Sell	-1,273	Closed	-$367K	–	1061
2016 Q4	$367K	Buy	+1,273	New	+$343K	0.02%	601

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's CHTR Position: Q1 2022 in Review

Freedom Investment Management sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 362 shares — an estimated $236K sold.

Freedom Investment Management first reported a position in CHTR in Q4 2016 and held it in 7 quarters. The position peaked at $554K in Q4 2017. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Freedom Investment Management reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 362 Charter Communications shares in Q1 2022, an estimated $236K.
Freedom Investment Management first reported a position in Charter Communications in Q4 2016 and held it in 7 quarters.
Freedom Investment Management's Charter Communications position peaked at $554K in Q4 2017.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.