Zullo Investment Group’s Charter Communications CHTR Stock Holding History

Zullo Investment 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
2023 Q1	–	Sell	-20	Closed	-$6.78K	–	228
2022 Q4	$6.78K	Hold	20	–	–	﹤0.01%	551
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	560
2022 Q2	$9K	Hold	20	–	–	0.01%	506
2022 Q1	$11K	Hold	20	–	–	0.01%	514
2021 Q4	$13K	Buy	+20	New	+$13.6K	0.01%	486

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Zullo Investment Group's CHTR Position: Q1 2023 in Review

Zullo Investment Group sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 20 shares — an estimated $6.78K sold.

Zullo Investment Group first reported a position in CHTR in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

Zullo Investment Group reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 20 Charter Communications shares in Q1 2023, an estimated $6.78K.
Zullo Investment Group first reported a position in Charter Communications in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Charter Communications position peaked at $13K in Q4 2021.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.