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Steward Financial Group’s Charter Communications CHTR Stock Holding History

Steward Financial Group’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
2023
Q3 		$14K Buy
+34
New +$14.1K ﹤0.01% 302
2023
Q2 		– Sell
-30
Closed -$10K – 558
2023
Q1 		$10K Buy
30
+19
+173% +$7.1K ﹤0.01% 192
2022
Q4 		$3K Buy
+11
New +$3.87K ﹤0.01% 251
2022
Q3 		– Sell
-3
Closed -$1K – 305
2022
Q2 		$1K Buy
+3
New +$1.46K ﹤0.01% 691

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
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

Steward Financial Group's CHTR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Charter Communications (CHTR) in Q3 2023: 34 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CHTR as recently as Q1 2023.

Steward Financial Group first reported a position in CHTR in Q2 2022 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • Steward Financial Group held 34 shares of Charter Communications worth $14K as of Q3 2023.
  • Charter Communications was a new Steward Financial Group position in Q3 2023.
  • Charter Communications made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #302 holding.
  • Steward Financial Group first reported a position in Charter Communications in Q2 2022 and has held it in 4 quarters since.
  • 888 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.