LM Advisors’s Charter Communications CHTR Stock Holding History

LM 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
2024 Q1	–	Sell	-32	Closed	-$12.4K	–	296
2023 Q4	$12.4K	Buy	+32	New	+$13K	﹤0.01%	503

Other funds holding CHTR

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

LM Advisors's CHTR Position: Q1 2024 in Review

LM Advisors sold out of Charter Communications (CHTR) in Q1 2024, closing a stake of 32 shares — an estimated $12.4K sold.

LM Advisors first reported a position in CHTR in Q4 2023 and held it in 1 quarter. The position peaked at $12.4K in Q4 2023. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

LM Advisors reported no remaining Charter Communications position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 32 Charter Communications shares in Q1 2024, an estimated $12.4K.
LM Advisors first reported a position in Charter Communications in Q4 2023 and held it in 1 quarter.
LM Advisors's Charter Communications position peaked at $12.4K in Q4 2023.
824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.