Sterling Investment Advisors (Pennsylvania)’s Charter Communications CHTR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-104	Closed	-$49K	–	193
2022 Q2	$49K	Hold	104	–	–	0.02%	226
2022 Q1	$57K	Hold	104	–	–	0.02%	238
2021 Q4	$68K	Sell	104 -15	-13%	-$10.2K	0.02%	224
2021 Q3	$87K	Buy	119 +6	+5%	+$4.55K	0.03%	207
2021 Q2	$82K	Hold	113	–	–	0.02%	212
2021 Q1	$70K	Buy	113 +24	+27%	+$15K	0.02%	216
2020 Q4	$59K	Hold	89	–	–	0.02%	215
2020 Q3	$56K	Hold	89	–	–	0.02%	209
2020 Q2	$45K	Hold	89	–	–	0.02%	222
2020 Q1	$38K	Hold	89	–	–	0.02%	207
2019 Q4	$43K	Hold	89	–	–	0.02%	220
2019 Q3	$37K	Sell	89 -54	-38%	-$21.8K	0.02%	236
2019 Q2	$57K	Hold	143	–	–	0.03%	193
2019 Q1	$50K	Hold	143	–	–	0.03%	207
2018 Q4	$40K	Sell	143 -10	-7%	-$3.14K	0.02%	217
2018 Q3	$50K	Buy	153 +10	+7%	+$3.05K	0.03%	224
2018 Q2	$41K	Hold	143	–	–	0.02%	223
2018 Q1	$45K	Hold	143	–	–	0.03%	203
2017 Q4	$48K	Sell	143 -115	-45%	-$39.1K	0.03%	192
2017 Q3	$94K	Hold	258	–	–	0.06%	138
2017 Q2	$87K	Hold	258	–	–	0.06%	143
2017 Q1	$84K	Hold	258	–	–	0.06%	142
2016 Q4	$74K	Buy	+258	New	+$69.5K	0.06%	135

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Sterling Investment Advisors (Pennsylvania)'s CHTR Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 104 shares — an estimated $49K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CHTR in Q4 2016 and held it in 23 quarters. The position peaked at $94K in Q3 2017. 838 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 104 Charter Communications shares in Q3 2022, an estimated $49K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Charter Communications in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Charter Communications position peaked at $94K in Q3 2017.
838 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.