LI
CHTR icon

LRI Investments’s Charter Communications CHTR Stock Holding History

LRI Investments’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
2026
Q2 		$8.92K Sell
63
-113
-64% -$18.9K ﹤0.01% 990
2026
Q1 		$38K Buy
+176
New +$38.1K ﹤0.01% 560
2025
Q4 		– Sell
-26
Closed -$7.15K – 1362
2025
Q3 		$7.15K Sell
26
-169
-87% -$51.1K ﹤0.01% 951
2025
Q2 		$79.7K Buy
195
+108
+124% +$41.3K 0.01% 472
2025
Q1 		$32.1K Sell
87
-112
-56% -$40.1K ﹤0.01% 604
2024
Q4 		$68.2K Sell
199
-7
-3% -$2.53K 0.01% 481
2024
Q3 		$81.2K Sell
206
-14
-6% -$4.71K 0.01% 447
2024
Q2 		$65.8K Buy
220
+215
+4,300% +$58.7K 0.01% 449
2024
Q1 		$1.45K Buy
+5
New +$1.61K ﹤0.01% 775

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return