Avalon Investment & Advisory’s Sociedad Química y Minera de Chile SQM Stock Holding History

Avalon Investment & Advisory’s Portfolio SQM Stock Details SQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$205K	Sell	2,532 -113	-4%	-$9.73K	0.01%	305
2022 Q4	$211K	Sell	2,645 -708	-21%	-$65.5K	0.01%	306
2022 Q3	$304K	Sell	3,353 -207	-6%	-$20.1K	0.01%	261
2022 Q2	$297K	Sell	3,560 -576	-14%	-$50.7K	0.01%	276
2022 Q1	$354K	Sell	4,136 -4,772	-54%	-$306K	0.01%	270
2021 Q4	$449K	Sell	8,908 -5,995	-40%	-$344K	0.01%	256
2021 Q3	$801K	Sell	14,903 -21,812	-59%	-$1.11M	0.02%	252
2021 Q2	$1.74M	Buy	36,715 +6,865	+23%	+$338K	0.04%	204
2021 Q1	$1.58M	Buy	29,850 +1,232	+4%	+$67.5K	0.04%	205
2020 Q4	$1.41M	Buy	+28,618	New	+$1.21M	0.03%	222

Other funds holding SQM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avalon Investment & Advisory's SQM Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Sociedad Química y Minera de Chile (SQM) stake by 4.3% in Q1 2023, selling an estimated $9.73K and leaving 2,532 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #305.

Avalon Investment & Advisory first reported a position in SQM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2021. 375 funds tracked by Wall St. Rank hold SQM as of Q1 2023.

Avalon Investment & Advisory held 2,532 shares of Sociedad Química y Minera de Chile worth $205K as of Q1 2023.
Avalon Investment & Advisory sold 113 Sociedad Química y Minera de Chile shares in Q1 2023, an estimated $9.73K.
Sociedad Química y Minera de Chile made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #305 holding.
Avalon Investment & Advisory first reported a position in Sociedad Química y Minera de Chile in Q4 2020 and has held it in 10 quarters since.
Avalon Investment & Advisory's Sociedad Química y Minera de Chile position peaked at $1.74M in Q2 2021.
375 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.