Smartleaf Asset Management’s Charter Communications CHTR Stock Holding History

Smartleaf Asset 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
2026 Q1	$70.5K	Sell	319 -13	-4%	-$2.82K	﹤0.01%	1280
2025 Q4	$69.6K	Sell	332 -134	-29%	-$30.1K	﹤0.01%	1386
2025 Q3	$129K	Buy	466 +64	+16%	+$19.3K	0.01%	934
2025 Q2	$161K	Sell	402 -8	-2%	-$3.06K	0.01%	657
2025 Q1	$151K	Buy	410 +33	+9%	+$11.8K	0.01%	666
2024 Q4	$129K	Buy	377 +83	+28%	+$30K	0.01%	720
2024 Q3	$96K	Buy	294 +116	+65%	+$39K	0.01%	719
2024 Q2	$52.4K	Sell	178 -134	-43%	-$36.6K	0.01%	731
2024 Q1	$91.6K	Buy	312 +216	+225%	+$69.4K	0.02%	541
2023 Q4	$37.2K	Buy	+96	New	+$39.1K	0.01%	580

Other funds holding CHTR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

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