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McDaniel Terry & Co’s Charter Communications CHTR Stock Holding History

McDaniel Terry & Co’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
2021
Q4 		– Sell
-287
Closed -$209K – 98
2021
Q3 		$209K Hold
287
– – 0.02% 86
2021
Q2 		$207K Buy
+287
New +$193K 0.02% 87

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McDaniel Terry & Co's CHTR Position: Q4 2021 in Review

McDaniel Terry & Co sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 287 shares — an estimated $209K sold.

McDaniel Terry & Co first reported a position in CHTR in Q2 2021 and held it in 2 quarters. The position peaked at $209K in Q3 2021. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • McDaniel Terry & Co reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • McDaniel Terry & Co sold 287 Charter Communications shares in Q4 2021, an estimated $209K.
  • McDaniel Terry & Co first reported a position in Charter Communications in Q2 2021 and held it in 2 quarters.
  • McDaniel Terry & Co's Charter Communications position peaked at $209K in Q3 2021.
  • 1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on McDaniel Terry & Co's 13F filing for Q4 2021, filed 20 Jan 2022.