Welch Group’s Charter Communications CHTR Stock Holding History

Welch Group’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 Q1	–	Sell	-429	Closed	-$280K	–	215
2021 Q4	$280K	Buy	+429	New	+$292K	0.02%	176

Other funds holding CHTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group's CHTR Position: Q1 2022 in Review

Welch Group sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 429 shares — an estimated $280K sold.

Welch Group first reported a position in CHTR in Q4 2021 and held it in 1 quarter. The position peaked at $280K in Q4 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Welch Group reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
Welch Group sold 429 Charter Communications shares in Q1 2022, an estimated $280K.
Welch Group first reported a position in Charter Communications in Q4 2021 and held it in 1 quarter.
Welch Group's Charter Communications position peaked at $280K in Q4 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Welch Group's 13F filing for Q1 2022, filed 29 Apr 2022.