SEC 13F Intelligence

Okabena Investment Services Inc / CHTR

Okabena Investment Services Inc’s Charter Communications Inc Position

Does Okabena Investment Services Inc own Charter Communications Inc (CHTR)? Not currently — the last reported position was 4.8K shares worth $3M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2022
Shares
4.8K
% of Portfolio
+1.11%
Quarters Held
10
position exited

Position History CHTR

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.8K$3M+1.11%
Q4 20214.9K$3M+1.01%
Q3 20214.8K$3M+1.82%
Q2 20215.7K$4M+1.94%
Q1 20216.2K$4M+2.07%
Q4 20205.4K$4M+2.10%
Q3 20206.3K$4M+3.02%
Q2 20206.3K$3M+2.82%
Q1 20206.0K$3M+2.96%
Q4 20197.2K$4M+3.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Okabena Investment Services Inc’s full portfolio or all institutional holders of CHTR.