JMH
CHTR icon

J.M. Hartwell’s Charter Communications CHTR Stock Holding History

J.M. Hartwell’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
2019
Q3 		$596K Buy
+1,445
New +$583K 0.11% 47
2015
Q2 		– Sell
-5,345
Closed -$1.03M – 110
2015
Q1 		$1.03M Sell
5,345
-200
-4% -$34.7K 0.22% 32
2014
Q4 		$924K Hold
5,545
– – 0.22% 35
2014
Q3 		$839K Buy
+5,545
New +$879K 0.2% 40

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J.M. Hartwell's CHTR Position: Q3 2019 in Review

J.M. Hartwell opened a new position in Charter Communications (CHTR) in Q3 2019: 1,445 shares worth $596K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings. This is a return to the name: J.M. Hartwell previously reported a position in CHTR as recently as Q1 2015.

J.M. Hartwell first reported a position in CHTR in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2015. 771 funds tracked by Wall St. Rank hold CHTR as of Q3 2019.

  • J.M. Hartwell held 1,445 shares of Charter Communications worth $596K as of Q3 2019.
  • Charter Communications was a new J.M. Hartwell position in Q3 2019.
  • Charter Communications made up 0.11% of J.M. Hartwell's portfolio in Q3 2019, its #47 holding.
  • J.M. Hartwell first reported a position in Charter Communications in Q3 2014 and has held it in 4 quarters since.
  • J.M. Hartwell's Charter Communications position peaked at $1.03M in Q1 2015.
  • 771 funds tracked by Wall St. Rank held Charter Communications as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.