Sugarloaf Wealth Management’s Charter Communications CHTR Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$6.51K	Hold	19	–	–	﹤0.01%	548
2024 Q3	$6.16K	Hold	19	–	–	﹤0.01%	546
2024 Q2	$5.68K	Hold	19	–	–	﹤0.01%	523
2024 Q1	$5.52K	Hold	19	–	–	﹤0.01%	531
2023 Q4	$7.38K	Hold	19	–	–	﹤0.01%	516
2023 Q3	$8.36K	Hold	19	–	–	﹤0.01%	483
2023 Q2	$6.98K	Hold	19	–	–	﹤0.01%	517
2023 Q1	$6.79K	Hold	19	–	–	﹤0.01%	519
2022 Q4	$6.44K	Hold	19	–	–	﹤0.01%	547
2022 Q3	$6K	Hold	19	–	–	﹤0.01%	582
2022 Q2	$9K	Hold	19	–	–	﹤0.01%	535
2022 Q1	$10K	Hold	19	–	–	﹤0.01%	490
2021 Q4	$12K	Hold	19	–	–	﹤0.01%	486
2021 Q3	$14K	Sell	19 -15	-44%	-$11.4K	﹤0.01%	483
2021 Q2	$25K	Buy	34 +15	+79%	+$10.1K	0.01%	381
2021 Q1	$12	Hold	19	–	–	﹤0.01%	478
2020 Q4	$13K	Hold	19	–	–	﹤0.01%	450
2020 Q3	$12K	Hold	19	–	–	﹤0.01%	432
2020 Q2	$10K	Hold	19	–	–	﹤0.01%	447
2020 Q1	$8K	Hold	19	–	–	﹤0.01%	457
2019 Q4	$9K	Buy	+19	New	+$8.74K	﹤0.01%	471

Other funds holding CHTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's CHTR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Charter Communications (CHTR) position steady in Q4 2024 at 19 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Sugarloaf Wealth Management first reported a position in CHTR in Q4 2019 and has held it in 21 quarters since. The position peaked at $25K in Q2 2021. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Sugarloaf Wealth Management held 19 shares of Charter Communications worth $6.51K as of Q4 2024.
Sugarloaf Wealth Management left its Charter Communications share count unchanged in Q4 2024.
Charter Communications made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #548 holding.
Sugarloaf Wealth Management first reported a position in Charter Communications in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Charter Communications position peaked at $25K in Q2 2021.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.