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Vista Investment Management’s Charter Communications CHTR Stock Holding History

Vista Investment 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
Q3 		– Sell
-854
Closed -$255K – 175
2024
Q2 		$255K Sell
854
-1,455
-63% -$397K 0.1% 158
2024
Q1 		$671K Sell
2,309
-566
-20% -$182K 0.27% 104
2023
Q4 		$1.12M Buy
2,875
+240
+9% +$97.9K 0.52% 61
2023
Q3 		$1.16M Sell
2,635
-14
-0.5% -$5.82K 0.61% 53
2023
Q2 		$973K Buy
2,649
+79
+3% +$27K 0.49% 69
2023
Q1 		$919K Buy
2,570
+291
+13% +$109K 0.49% 70
2022
Q4 		$773K Buy
2,279
+1,116
+96% +$392K 0.44% 78
2022
Q3 		$353K Buy
1,163
+665
+134% +$284K 0.22% 118
2022
Q2 		$233K Buy
+498
New +$243K 0.14% 150

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vista Investment Management's CHTR Position: Q3 2024 in Review

Vista Investment Management sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 854 shares — an estimated $255K sold.

Vista Investment Management first reported a position in CHTR in Q2 2022 and held it in 9 quarters. The position peaked at $1.16M in Q3 2023. 836 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

  • Vista Investment Management reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
  • Vista Investment Management sold 854 Charter Communications shares in Q3 2024, an estimated $255K.
  • Vista Investment Management first reported a position in Charter Communications in Q2 2022 and held it in 9 quarters.
  • Vista Investment Management's Charter Communications position peaked at $1.16M in Q3 2023.
  • 836 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Vista Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.