JSF Financial’s Charter Communications CHTR Stock Holding History

JSF Financial’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	-359	Closed	-$234K	–	118
2021 Q4	$234K	Sell	359 -420	-54%	-$286K	0.11%	93
2021 Q3	$567K	Buy	779 +403	+107%	+$306K	0.28%	40
2021 Q2	$271K	Hold	376	–	–	0.16%	80
2021 Q1	$232K	Buy	376 +6	+2%	+$3.75K	0.15%	78
2020 Q4	$245K	Sell	370 -10	-3%	-$6.37K	0.17%	66
2020 Q3	$237K	Sell	380 -45	-11%	-$26.6K	0.19%	59
2020 Q2	$217K	Buy	+425	New	+$216K	0.19%	57
2020 Q1	–	Sell	-565	Closed	-$274K	–	61
2019 Q4	$274K	Sell	565 -75	-12%	-$34.5K	0.27%	51
2019 Q3	$264K	Sell	640 -70	-10%	-$28.3K	0.29%	50
2019 Q2	$281K	Hold	710	–	–	0.31%	47
2019 Q1	$246K	Buy	+710	New	+$234K	0.27%	50

Other funds holding CHTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

JSF Financial's CHTR Position: Q1 2022 in Review

JSF Financial sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 359 shares — an estimated $234K sold.

JSF Financial first reported a position in CHTR in Q1 2019 and held it in 11 quarters. The position peaked at $567K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

JSF Financial reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
JSF Financial sold 359 Charter Communications shares in Q1 2022, an estimated $234K.
JSF Financial first reported a position in Charter Communications in Q1 2019 and held it in 11 quarters.
JSF Financial's Charter Communications position peaked at $567K in Q3 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on JSF Financial's 13F filing for Q1 2022, filed 12 May 2022.