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Sagard Holdings Management’s Charter Communications CHTR Stock Holding History

Sagard Holdings Management’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
Q3 		$4.13K Hold
15
– – 0.02% 98
2025
Q2 		$6.13K Buy
+15
New +$5.74K 0.02% 96

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sagard Holdings Management's CHTR Position: Q3 2025 in Review

Sagard Holdings Management held its Charter Communications (CHTR) position steady in Q3 2025 at 15 shares worth $4.13K. The position accounts for 0.02% of the portfolio, ranked #98.

Sagard Holdings Management first reported a position in CHTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $6.13K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Sagard Holdings Management held 15 shares of Charter Communications worth $4.13K as of Q3 2025.
  • Sagard Holdings Management left its Charter Communications share count unchanged in Q3 2025.
  • Charter Communications made up 0.02% of Sagard Holdings Management's portfolio in Q3 2025, its #98 holding.
  • Sagard Holdings Management first reported a position in Charter Communications in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Charter Communications position peaked at $6.13K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.