Surevest’s Charter Communications CHTR Stock Holding History

Surevest’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	$2K	Sell	5 -4	-44%	-$1.71K	﹤0.01%	387
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	345
2022 Q1	$5K	Hold	9	–	–	﹤0.01%	312
2021 Q4	$6K	Buy	+9	New	+$6.13K	﹤0.01%	306

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

Surevest's CHTR Position: Q3 2022 in Review

Surevest reduced its Charter Communications (CHTR) stake by 44% in Q3 2022, selling an estimated $1.71K and leaving 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Surevest first reported a position in CHTR in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q4 2021. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

Surevest held 5 shares of Charter Communications worth $2K as of Q3 2022.
Surevest sold 4 Charter Communications shares in Q3 2022, an estimated $1.71K.
Charter Communications made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #387 holding.
Surevest first reported a position in Charter Communications in Q4 2021 and has held it in 4 quarters since.
Surevest's Charter Communications position peaked at $6K in Q4 2021.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.