HHGA
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Halbert Hargrove Global Advisors’s Charter Communications CHTR Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-4
Closed -$1.1K – 430
2025
Q3 		$1.1K Buy
+4
New +$1.21K ﹤0.01% 658
2025
Q2 		– Sell
-4
Closed -$1.35K – 376
2025
Q1 		$1.35K Buy
+4
New +$1.43K ﹤0.01% 428
2022
Q1 		– Sell
-320
Closed -$209K – 169
2021
Q4 		$209K Sell
320
-29
-8% -$19.7K 0.01% 157
2021
Q3 		$254K Sell
349
-1
-0.3% -$759 0.02% 119
2021
Q2 		$253K Buy
350
+6
+2% +$4.04K 0.02% 126
2021
Q1 		$212K Buy
344
+10
+3% +$6.25K 0.02% 121
2020
Q4 		$221K Buy
+334
New +$213K 0.02% 107

Other funds holding CHTR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return