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Lindbrook Capital’s Charter Communications CHTR Stock Holding History

Lindbrook Capital’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 		$143K Buy
388
+72
+23% +$25.8K 0.01% 536
2024
Q4 		$108K Sell
316
-35
-10% -$12.7K 0.01% 532
2024
Q3 		$114K Buy
351
+54
+18% +$18.2K 0.01% 534
2024
Q2 		$88.8K Buy
297
+80
+37% +$21.8K 0.01% 575
2024
Q1 		$63.1K Sell
217
-118
-35% -$37.9K 0.01% 691
2023
Q4 		$130K Sell
335
-63
-16% -$25.7K 0.01% 445
2023
Q3 		$175K Buy
398
+41
+11% +$17K 0.02% 350
2023
Q2 		$131K Buy
357
+9
+3% +$3.07K 0.01% 421
2023
Q1 		$124K Buy
348
+92
+36% +$34.4K 0.01% 425
2022
Q4 		$86.8K Buy
256
+72
+39% +$25.3K 0.01% 525
2022
Q3 		$56K Sell
184
-6
-3% -$2.57K 0.01% 608
2022
Q2 		$89K Sell
190
-38
-17% -$18.5K 0.01% 466
2022
Q1 		$124K Buy
228
+64
+39% +$37.6K 0.02% 402
2021
Q4 		$107K Sell
164
-6
-4% -$4.08K 0.02% 471
2021
Q3 		$124K Buy
170
+4
+2% +$3.04K 0.03% 229
2021
Q2 		$120K Hold
166
– – 0.03% 252
2021
Q1 		$102K Buy
166
+16
+11% +$10K 0.02% 270
2020
Q4 		$99K Buy
150
+2
+1% +$1.27K 0.02% 250
2020
Q3 		$92K Sell
148
-63
-30% -$37.2K 0.03% 223
2020
Q2 		$108K Sell
211
-46
-18% -$23.3K 0.03% 189
2020
Q1 		$112K Sell
257
-114
-31% -$55.8K 0.04% 172
2019
Q4 		$180K Buy
371
+13
+4% +$5.98K 0.06% 159
2019
Q3 		$148K Sell
358
-3
-0.8% -$1.21K 0.06% 173
2019
Q2 		$142K Buy
361
+8
+2% +$3K 0.05% 181
2019
Q1 		$122K Buy
353
+28
+9% +$9.22K 0.05% 196
2018
Q4 		$92K Buy
+325
New +$102K 0.05% 215

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's CHTR Position: Q1 2025 in Review

Lindbrook Capital increased its Charter Communications (CHTR) stake by 23% in Q1 2025, buying an estimated $25.8K and bringing the position to 388 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #536.

Lindbrook Capital first reported a position in CHTR in Q4 2018 and has held it in 26 quarters since. The position peaked at $180K in Q4 2019. 877 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Lindbrook Capital held 388 shares of Charter Communications worth $143K as of Q1 2025.
  • Lindbrook Capital bought 72 Charter Communications shares in Q1 2025, an estimated $25.8K.
  • Charter Communications made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #536 holding.
  • Lindbrook Capital first reported a position in Charter Communications in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Charter Communications position peaked at $180K in Q4 2019.
  • 877 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.