CHARTER RESEARCH & INVESTMENT GROUP, INC. Historic Quarter Change: USA Other Stocks, Added

CHARTER RESEARCH & INVESTMENT GROUP, INC. historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, CHARTER RESEARCH & INVESTMENT GROUP, INC. opened 5 positions, added to 13, reduced 33 and sold out of 11.

Q3 2016: Stock CELGENE CORP.; Country of operation —; Class COM; Shares before 19,844.
Q3 2016: Stock AVANGRID, INC.; Country of operation United States; Class COM; Shares before 25,615.
Q2 2016: Stock AVANGRID, INC.; Country of operation United States; Class COM; Shares before 25,115.
Q2 2016: Stock UNITED TECHNOLOGIES; Country of operation United States; Class COM; Shares before 19,107.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1666624), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-12-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-12-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-12-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-12-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2016-12-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2016-12-09); Q1 2015 (2014-12-31 to 2015-03-31, filed 2016-12-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	CELGENE CORP. CUSIP 151020104		COM	19,844	19,934	+90	$1,957,000	$2,083,000	+$126,000	2016-12-09
Q3 2016	AVANGRID, INC. CUSIP 05351W103	United States	COM	25,615	26,450	+835	$1,180,000	$1,106,000	-$74,000	2016-12-09
Q2 2016	AVANGRID, INC. CUSIP 05351W103	United States	COM	25,115	25,615	+500	$1,007,000	$1,180,000	+$173,000	2016-12-09
Q2 2016	UNITED TECHNOLOGIES CUSIP 913017109	United States	COM	19,107	19,477	+370	$1,913,000	$1,997,000	+$84,000	2016-12-09
Q2 2016	CELGENE CORP. CUSIP 151020104		COM	19,639	19,844	+205	$1,966,000	$1,957,000	-$9,000	2016-12-09
Q4 2015	CELGENE CORP. CUSIP 151020104		COM	15,939	20,079	+4,140	$1,724,000	$2,405,000	+$681,000	2016-12-09
Q4 2015	WESTERN GAS PARTNERS LP CUSIP 958254104		COM UNIT LP	24,810	31,385	+6,575	$1,162,000	$1,492,000	+$330,000	2016-12-09
Q4 2015	UNITED TECHNOLOGIES CUSIP 913017109	United States	COM	19,307	19,782	+475	$1,718,000	$1,900,000	+$182,000	2016-12-09
Q4 2015	ANADARKO PETROLEUM CUSIP 032511107		COM	14,225	18,550	+4,325	$859,000	$901,000	+$42,000	2016-12-09
Q3 2015	GOOGLE INC. CUSIP 38259P508		CL A	2,972	2,982	+10	$1,605,000	$1,904,000	+$299,000	2016-12-09
Q2 2015	UNITED TECHNOLOGIES CUSIP 913017109	United States	COM	19,257	19,332	+75	$2,257,000	$2,144,000	-$113,000	2016-12-09
Q2 2015	GOOGLE INC. CUSIP 38259P508		CL A	2,907	2,972	+65	$1,613,000	$1,605,000	-$8,000	2016-12-09
Q1 2015	KRAFT FOODS GROUP CUSIP 50076Q106		COM	52,249	52,729	+480	$3,274,000	$4,594,000	+$1,320,000	2016-12-09

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