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Leelyn Smith’s Charter Communications CHTR Stock Holding History

Leelyn Smith’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
-8
Closed -$2.71K – 158
2022
Q4 		$2.71K Hold
8
– – ﹤0.01% 399
2022
Q3 		$2K Hold
8
– – ﹤0.01% 422
2022
Q2 		$4K Hold
8
– – ﹤0.01% 335
2022
Q1 		$4K Hold
8
– – ﹤0.01% 315
2021
Q4 		$5K Hold
8
– – ﹤0.01% 320
2021
Q3 		$6K Hold
8
– – ﹤0.01% 309
2021
Q2 		$6K Hold
8
– – ﹤0.01% 304
2021
Q1 		$5K Hold
8
– – ﹤0.01% 328
2020
Q4 		$5K Buy
+8
New +$5.09K ﹤0.01% 309

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $427B AUM 29.17% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Leelyn Smith's CHTR Position: Q1 2023 in Review

Leelyn Smith sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 8 shares — an estimated $2.71K sold.

Leelyn Smith first reported a position in CHTR in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q3 2021. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

  • Leelyn Smith reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 8 Charter Communications shares in Q1 2023, an estimated $2.71K.
  • Leelyn Smith first reported a position in Charter Communications in Q4 2020 and held it in 9 quarters.
  • Leelyn Smith's Charter Communications position peaked at $6K in Q3 2021.
  • 859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.