Oak Ridge Investments’s Charter Communications CHTR Stock Holding History

Oak Ridge 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
2022 Q2	–	Sell	-5,331	Closed	-$2.91M	–	155
2022 Q1	$2.91M	Sell	5,331 -105	-2%	-$61.6K	0.32%	86
2021 Q4	$3.54M	Sell	5,436 -78	-1%	-$53.1K	0.3%	92
2021 Q3	$4.01M	Sell	5,514 -112	-2%	-$85K	0.35%	90
2021 Q2	$4.06M	Sell	5,626 -117	-2%	-$78.8K	0.35%	94
2021 Q1	$3.54M	Buy	5,743 +22	+0.4%	+$13.7K	0.33%	102
2020 Q4	$3.79M	Sell	5,721 -3,461	-38%	-$2.2M	0.33%	102
2020 Q3	$5.73M	Buy	9,182 +395	+4%	+$233K	0.45%	79
2020 Q2	$4.48M	Buy	8,787 +53	+0.6%	+$26.9K	0.38%	91
2020 Q1	$3.81M	Buy	+8,734	New	+$4.27M	0.39%	91

Other funds holding CHTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Oak Ridge Investments's CHTR Position: Q2 2022 in Review

Oak Ridge Investments sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 5,331 shares — an estimated $2.91M sold.

Oak Ridge Investments first reported a position in CHTR in Q1 2020 and held it in 9 quarters. The position peaked at $5.73M in Q3 2020. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

Oak Ridge Investments reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
Oak Ridge Investments sold 5,331 Charter Communications shares in Q2 2022, an estimated $2.91M.
Oak Ridge Investments first reported a position in Charter Communications in Q1 2020 and held it in 9 quarters.
Oak Ridge Investments's Charter Communications position peaked at $5.73M in Q3 2020.
943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Oak Ridge Investments's 13F filing for Q2 2022, filed 28 Jul 2022.