Standard Family Office’s Charter Communications CHTR Stock Holding History

Standard Family Office’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 Q4	–	Sell	-20	Closed	-$6K	–	82
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	287
2022 Q2	$9K	Buy	+20	New	+$9.75K	0.09%	108
2021 Q3	–	Sell	-840	Closed	-$606K	–	149
2021 Q2	$606K	Hold	840	–	–	0.13%	77
2021 Q1	$518K	Hold	840	–	–	0.12%	64
2020 Q4	$556K	Buy	+840	New	+$535K	0.13%	62

Other funds holding CHTR

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Standard Family Office's CHTR Position: Q4 2022 in Review

Standard Family Office sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 20 shares — an estimated $6K sold.

Standard Family Office first reported a position in CHTR in Q4 2020 and held it in 5 quarters. The position peaked at $606K in Q2 2021. 886 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Standard Family Office reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 20 Charter Communications shares in Q4 2022, an estimated $6K.
Standard Family Office first reported a position in Charter Communications in Q4 2020 and held it in 5 quarters.
Standard Family Office's Charter Communications position peaked at $606K in Q2 2021.
886 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.