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J. Goldman & Co’s Charter Communications CHTR Stock Holding History

J. Goldman & Co’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
2023
Q1 		– Sell
-6,681
Closed -$2.27M – 368
2022
Q4 		$2.27M Buy
+6,681
New +$2.35M 0.11% 170
2014
Q1 		– Sell
-6,363
Closed -$870K – 246
2013
Q4 		$870K Buy
+6,363
New +$844K 0.11% 166

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

J. Goldman & Co's CHTR Position: Q1 2023 in Review

J. Goldman & Co sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 6,681 shares — an estimated $2.27M sold.

J. Goldman & Co first reported a position in CHTR in Q4 2013 and held it in 2 quarters. The position peaked at $2.27M in Q4 2022. 860 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

  • J. Goldman & Co reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
  • J. Goldman & Co sold 6,681 Charter Communications shares in Q1 2023, an estimated $2.27M.
  • J. Goldman & Co first reported a position in Charter Communications in Q4 2013 and held it in 2 quarters.
  • J. Goldman & Co's Charter Communications position peaked at $2.27M in Q4 2022.
  • 860 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.