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Ulland Investment Advisors’s Charter Communications CHTR Stock Holding History

Ulland Investment Advisors’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
Q2 		– Sell
-25
Closed -$7K – 220
2024
Q1 		$7K Hold
25
– – 0.01% 184
2023
Q4 		$10K Hold
25
– – 0.01% 161
2023
Q3 		$11K Hold
25
– – 0.01% 169
2023
Q2 		$9K Hold
25
– – 0.01% 167
2023
Q1 		$9K Hold
25
– – 0.01% 159
2022
Q4 		$8K Hold
25
– – 0.01% 166
2022
Q3 		$8K Hold
25
– – 0.01% 172
2022
Q2 		$12K Hold
25
– – 0.01% 168
2022
Q1 		$14K Hold
25
– – 0.01% 172
2021
Q4 		$16K Buy
+25
New +$17K 0.01% 154

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ulland Investment Advisors's CHTR Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Charter Communications (CHTR) in Q2 2024, closing a stake of 25 shares — an estimated $7K sold.

Ulland Investment Advisors first reported a position in CHTR in Q4 2021 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2024.

  • Ulland Investment Advisors reported no remaining Charter Communications position as of Q2 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 25 Charter Communications shares in Q2 2024, an estimated $7K.
  • Ulland Investment Advisors first reported a position in Charter Communications in Q4 2021 and held it in 10 quarters.
  • Ulland Investment Advisors's Charter Communications position peaked at $16K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.