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Legacy Advisors’s Charter Communications CHTR Stock Holding History

Legacy Advisors’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
2025
Q1 		$228K Buy
+619
New +$221K 0.02% 385
2024
Q4 		– Sell
-1,033
Closed -$335K – 419
2024
Q3 		$335K Sell
1,033
-30
-3% -$10.1K 0.04% 283
2024
Q2 		$318K Sell
1,063
-259
-20% -$70.7K 0.04% 243
2024
Q1 		$384K Buy
1,322
+10
+0.8% +$3.21K 0.05% 230
2023
Q4 		$510K Buy
1,312
+12
+0.9% +$4.89K 0.07% 194
2023
Q3 		$572K Buy
1,300
+12
+0.9% +$4.99K 0.09% 173
2023
Q2 		$473K Buy
1,288
+50
+4% +$17.1K 0.07% 180
2023
Q1 		$443K Buy
1,238
+19
+2% +$7.1K 0.08% 162
2022
Q4 		$413K Buy
1,219
+22
+2% +$7.73K 0.08% 159
2022
Q3 		$363K Buy
1,197
+29
+2% +$12.4K 0.08% 155
2022
Q2 		$547K Sell
1,168
-47
-4% -$22.9K 0.12% 112
2022
Q1 		$663K Buy
1,215
+154
+15% +$90.4K 0.13% 99
2021
Q4 		$692K Sell
1,061
-145
-12% -$98.7K 0.25% 56
2021
Q3 		$877K Buy
1,206
+1
+0.1% +$759 0.35% 46
2021
Q2 		$869K Hold
1,205
– – 0.35% 44
2021
Q1 		$744K Hold
1,205
– – 0.33% 47
2020
Q4 		$797K Buy
1,205
+280
+30% +$178K 0.45% 42
2020
Q3 		$578K Hold
925
– – 0.38% 49
2020
Q2 		$472K Hold
925
– – 0.37% 55
2020
Q1 		$404K Hold
925
– – 0.4% 60
2019
Q4 		$449K Hold
925
– – 0.28% 70
2019
Q3 		$381K Hold
925
– – 0.29% 72
2019
Q2 		$366K Sell
925
-925
-50% -$347K 0.25% 74
2019
Q1 		$642K Buy
1,850
+925
+100% +$305K 0.21% 86
2018
Q4 		$264K Hold
925
– – 0.2% 96
2018
Q3 		$301K Hold
925
– – 0.15% 114
2018
Q2 		$271K Hold
925
– – 0.2% 79
2018
Q1 		$283K Buy
+925
New +$325K 0.21% 67
2017
Q4 		– Sell
-40
Closed -$14K – 361
2017
Q3 		$14K Buy
+40
New +$14.9K 0.02% 187

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Advisors's CHTR Position: Q1 2025 in Review

Legacy Advisors opened a new position in Charter Communications (CHTR) in Q1 2025: 619 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #385 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in CHTR as recently as Q3 2024.

Legacy Advisors first reported a position in CHTR in Q3 2017 and has held it in 29 quarters since. The position peaked at $877K in Q3 2021. 879 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Legacy Advisors held 619 shares of Charter Communications worth $228K as of Q1 2025.
  • Charter Communications was a new Legacy Advisors position in Q1 2025.
  • Charter Communications made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #385 holding.
  • Legacy Advisors first reported a position in Charter Communications in Q3 2017 and has held it in 29 quarters since.
  • Legacy Advisors's Charter Communications position peaked at $877K in Q3 2021.
  • 879 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.