Hillsdale Investment Management’s Charter Communications CHTR Stock Holding History

Hillsdale 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 Q4	–	Sell	-1,105	Closed	-$336K	–	561
2022 Q3	$336K	Buy	1,105 +25	+2%	+$10.7K	0.03%	381
2022 Q2	$506K	Buy	+1,080	New	+$527K	0.04%	338
2021 Q1	–	Sell	-80	Closed	-$53K	–	554
2020 Q4	$53K	Hold	80	–	–	0.01%	435
2020 Q3	$50K	Sell	80 -10	-11%	-$5.9K	﹤0.01%	427
2020 Q2	$46K	Hold	90	–	–	﹤0.01%	432
2020 Q1	$39K	Buy	+90	New	+$44K	﹤0.01%	446

Other funds holding CHTR

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hillsdale Investment Management's CHTR Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 1,105 shares — an estimated $336K sold.

Hillsdale Investment Management first reported a position in CHTR in Q1 2020 and held it in 6 quarters. The position peaked at $506K in Q2 2022. 887 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Hillsdale Investment Management reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Hillsdale Investment Management sold 1,105 Charter Communications shares in Q4 2022, an estimated $336K.
Hillsdale Investment Management first reported a position in Charter Communications in Q1 2020 and held it in 6 quarters.
Hillsdale Investment Management's Charter Communications position peaked at $506K in Q2 2022.
887 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.