SEC 13F Intelligence

Ota Financial Group L.P. / CHTR

Ota Financial Group L.P.’s Charter Communications Inc Position

Does Ota Financial Group L.P. own Charter Communications Inc (CHTR)? Not currently — the last reported position was 16.3K shares worth $8M in Q4 2019; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$8M
Q4 2019
Shares
16.3K
% of Portfolio
+5.29%
Quarters Held
3
position exited

Position History CHTR

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $10MQ2 ’19Q4 ’19: $8MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201916.3K$8M+5.29%
Q2 201925.8K$10M+7.93%
Q1 201934.3K$12M+10.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of CHTR.