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Investment House LLC’s Charter Communications CHTR Stock Holding History

Investment House LLC’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
-323
Closed -$211K – 173
2021
Q4 		$211K Sell
323
-279
-46% -$190K 0.01% 176
2021
Q3 		$438K Sell
602
-56
-9% -$42.5K 0.03% 146
2021
Q2 		$474K Sell
658
-17
-3% -$11.4K 0.03% 150
2021
Q1 		$416K Sell
675
-3
-0.4% -$1.88K 0.03% 153
2020
Q4 		$449K Sell
678
-19
-3% -$12.1K 0.03% 164
2020
Q3 		$435K Hold
697
– – 0.03% 151
2020
Q2 		$355K Buy
697
+3
+0.4% +$1.52K 0.03% 151
2020
Q1 		$303K Sell
694
-86
-11% -$42.1K 0.03% 139
2019
Q4 		$378K Hold
780
– – 0.04% 170
2019
Q3 		$321K Sell
780
-558
-42% -$225K 0.03% 163
2019
Q2 		$529K Buy
+1,338
New +$501K 0.06% 137

Other funds holding CHTR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment House LLC's CHTR Position: Q1 2022 in Review

Investment House LLC sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 323 shares — an estimated $211K sold.

Investment House LLC first reported a position in CHTR in Q2 2019 and held it in 11 quarters. The position peaked at $529K in Q2 2019. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

  • Investment House LLC reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
  • Investment House LLC sold 323 Charter Communications shares in Q1 2022, an estimated $211K.
  • Investment House LLC first reported a position in Charter Communications in Q2 2019 and held it in 11 quarters.
  • Investment House LLC's Charter Communications position peaked at $529K in Q2 2019.
  • 992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Investment House LLC's 13F filing for Q1 2022, filed 14 Apr 2022.