Lenox Wealth Management’s Charter Communications CHTR Stock Holding History

Lenox Wealth Management’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
2020 Q2	$37K	Sell	74 -85	-53%	-$43.1K	0.01%	290
2020 Q1	$69K	Buy	159 +25	+19%	+$12.2K	0.02%	215
2019 Q4	$65K	Buy	134 +34	+34%	+$15.6K	0.02%	252
2019 Q3	$41K	Buy	100 +2	+2%	+$807	0.01%	283
2019 Q2	$38K	Hold	98	–	–	0.01%	274
2019 Q1	$34K	Hold	98	–	–	0.01%	271
2018 Q4	$28K	Buy	98 +1	+1%	+$314	0.01%	251
2018 Q3	$32K	Buy	97 +2	+2%	+$610	0.01%	263
2018 Q2	$28K	Buy	95 +11	+13%	+$3.16K	0.01%	253
2018 Q1	$26K	Sell	84 -7	-8%	-$2.46K	0.01%	266
2017 Q4	$31K	Hold	91	–	–	0.01%	263
2017 Q3	$33K	Sell	91 -1	-1%	-$372	0.01%	266
2017 Q2	$31K	Buy	+92	New	+$30.7K	0.01%	254

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Lenox Wealth Management's CHTR Position: Q2 2020 in Review

Lenox Wealth Management reduced its Charter Communications (CHTR) stake by 53% in Q2 2020, selling an estimated $43.1K and leaving 74 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #290.

Lenox Wealth Management first reported a position in CHTR in Q2 2017 and has held it in 13 quarters since. The position peaked at $69K in Q1 2020. 923 funds tracked by Wall St. Rank hold CHTR as of Q2 2020.

Lenox Wealth Management held 74 shares of Charter Communications worth $37K as of Q2 2020.
Lenox Wealth Management sold 85 Charter Communications shares in Q2 2020, an estimated $43.1K.
Charter Communications made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #290 holding.
Lenox Wealth Management first reported a position in Charter Communications in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Charter Communications position peaked at $69K in Q1 2020.
923 funds tracked by Wall St. Rank held Charter Communications as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.