| Quarter | Score |
|---|---|
| 2018-Q1 | 55.8 |
| 2018-Q2 | 56.1 |
| 2018-Q3 | 56.7 |
| 2019-Q2 | 57.5 |
| 2022-Q1 | 49.9 |
| 2022-Q3 | 71.3 |
| 2022-Q4 | 50.5 |
| 2023-Q1 | 49.7 |
| 2023-Q2 | 63.4 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 36.1 |
| 2024-Q1 | 43.9 |
| 2024-Q2 | 72.6 |
| 2024-Q3 | 70.6 |
| 2024-Q4 | 71.2 |
| 2025-Q1 | 71.8 |
| 2025-Q2 | 48.3 |
| 2025-Q3 | 49.4 |
| 2025-Q4 | 50.2 |
Funds reducing exposure or consensus momentum fading
Trading 47.4% below funds' estimated purchase price
1 of 16 tracked funds hold CHTR. Avg conviction: 0.1%. Net holding. First tracked at $298.96 (current -47.4% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 0.1% | Hold |