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Hyperion Capital Advisors’s Charter Communications CHTR Stock Holding History

Hyperion Capital 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
2024
Q4 		– Sell
-1,133
Closed -$367K – 107
2024
Q3 		$367K Buy
1,133
+120
+12% +$40.4K 0.17% 43
2024
Q2 		$303K Buy
1,013
+182
+22% +$49.7K 0.14% 53
2024
Q1 		$242K Hold
831
– – 0.11% 90
2023
Q4 		$323K Hold
831
– – 0.17% 47
2023
Q3 		$365K Hold
831
– – 0.2% 39
2023
Q2 		$305K Buy
+831
New +$284K 0.17% 43

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hyperion Capital Advisors's CHTR Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 1,133 shares — an estimated $367K sold.

Hyperion Capital Advisors first reported a position in CHTR in Q2 2023 and held it in 6 quarters. The position peaked at $367K in Q3 2024. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

  • Hyperion Capital Advisors reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
  • Hyperion Capital Advisors sold 1,133 Charter Communications shares in Q4 2024, an estimated $367K.
  • Hyperion Capital Advisors first reported a position in Charter Communications in Q2 2023 and held it in 6 quarters.
  • Hyperion Capital Advisors's Charter Communications position peaked at $367K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.