XY Capital’s Charter Communications CHTR Stock Holding History

XY Capital’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
2025 Q1	–	Sell	-690	Closed	-$247K	–	219
2024 Q4	$237K	Buy	+690	New	+$249K	0.11%	136

Other funds holding CHTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

XY Capital's CHTR Position: Q1 2025 in Review

XY Capital sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 690 shares — an estimated $247K sold.

XY Capital first reported a position in CHTR in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 876 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

XY Capital reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
XY Capital sold 690 Charter Communications shares in Q1 2025, an estimated $247K.
XY Capital first reported a position in Charter Communications in Q4 2024 and held it in 1 quarter.
XY Capital's Charter Communications position peaked at $237K in Q4 2024.
876 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on XY Capital's 13F filing for Q1 2025, filed 12 May 2025.