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Van Hulzen Asset Management’s Charter Communications CHTR Stock Holding History

Van Hulzen Asset 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
2021
Q1 		– Sell
-447
Closed -$296K – 272
2020
Q4 		$296K Buy
+447
New +$285K 0.04% 214

Other funds holding CHTR

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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Van Hulzen Asset Management's CHTR Position: Q1 2021 in Review

Van Hulzen Asset Management sold out of Charter Communications (CHTR) in Q1 2021, closing a stake of 447 shares — an estimated $296K sold.

Van Hulzen Asset Management first reported a position in CHTR in Q4 2020 and held it in 1 quarter. The position peaked at $296K in Q4 2020. 998 funds tracked by Wall St. Rank hold CHTR as of Q1 2021.

  • Van Hulzen Asset Management reported no remaining Charter Communications position as of Q1 2021 after selling out during the quarter.
  • Van Hulzen Asset Management sold 447 Charter Communications shares in Q1 2021, an estimated $296K.
  • Van Hulzen Asset Management first reported a position in Charter Communications in Q4 2020 and held it in 1 quarter.
  • Van Hulzen Asset Management's Charter Communications position peaked at $296K in Q4 2020.
  • 998 funds tracked by Wall St. Rank held Charter Communications as of Q1 2021.

Based on Van Hulzen Asset Management's 13F filing for Q1 2021, filed 12 May 2021.