Winslow Evans & Crocker’s Charter Communications CHTR Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$41K	Buy	62 +3	+5%	+$1.91K	0.01%	641
2020 Q3	$36K	Hold	59	–	–	0.01%	513
2020 Q2	$30K	Sell	59 -1	-2%	-$507	0.01%	537
2020 Q1	$28K	Hold	60	–	–	0.01%	518
2019 Q4	$30K	Hold	60	–	–	0.01%	594
2019 Q3	$28K	Sell	60 -1,010	-94%	-$408K	0.01%	598
2019 Q2	$424K	Buy	1,070 +1,008	+1,626%	+$378K	0.12%	192
2019 Q1	$24K	Hold	62	–	–	0.01%	624
2018 Q4	$20K	Hold	62	–	–	0.01%	623
2018 Q3	$22K	Hold	62	–	–	0.01%	636
2018 Q2	$20K	Hold	62	–	–	0.01%	664
2018 Q1	$19.3K	Hold	62	–	–	0.01%	655
2017 Q4	$20.8K	Hold	62	–	–	0.01%	648
2017 Q3	$22.5K	Sell	62 -3	-5%	-$1.12K	0.01%	631
2017 Q2	$21.9K	Sell	65 -1	-2%	-$334	0.01%	729
2017 Q1	$21.3K	Hold	66	–	–	0.01%	717
2016 Q4	$18.7K	Hold	66	–	–	0.01%	735
2016 Q3	$17.6K	Hold	66	–	–	0.01%	765
2016 Q2	$14.9K	Buy	66 +17	+35%	+$3.65K	﹤0.01%	781
2016 Q1	$9.92K	Sell	49 -1	-2%	-$179	﹤0.01%	880
2015 Q4	$8.97K	Hold	50	–	–	﹤0.01%	935
2015 Q3	$8.62K	Hold	50	–	–	﹤0.01%	918
2015 Q2	$8.39K	Hold	50	–	–	﹤0.01%	969
2015 Q1	$9.46K	Hold	50	–	–	﹤0.01%	895
2014 Q4	$8.17K	Hold	50	–	–	﹤0.01%	935
2014 Q3	$7.42K	Sell	50 -21	-30%	-$3.33K	﹤0.01%	966
2014 Q2	$11.2K	Hold	71	–	–	﹤0.01%	821
2014 Q1	$8.75K	Hold	71	–	–	﹤0.01%	880
2013 Q4	$10K	Buy	+71	New	+$9.42K	﹤0.01%	900

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Winslow Evans & Crocker's CHTR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Charter Communications (CHTR) stake by 5.1% in Q4 2020, buying an estimated $1.91K and bringing the position to 62 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #641.

Winslow Evans & Crocker first reported a position in CHTR in Q4 2013 and has held it in 29 quarters since. The position peaked at $424K in Q2 2019. 1,037 funds tracked by Wall St. Rank hold CHTR as of Q4 2020.

Winslow Evans & Crocker held 62 shares of Charter Communications worth $41K as of Q4 2020.
Winslow Evans & Crocker bought 3 Charter Communications shares in Q4 2020, an estimated $1.91K.
Charter Communications made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #641 holding.
Winslow Evans & Crocker first reported a position in Charter Communications in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Charter Communications position peaked at $424K in Q2 2019.
1,037 funds tracked by Wall St. Rank held Charter Communications as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.