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Caldwell Sutter Capital’s ASE Group ASX Stock Holding History

Caldwell Sutter Capital’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4K Hold
666
– – 0.01% 521
2025
Q4 		$10.7K Hold
666
– – ﹤0.01% 540
2025
Q3 		$7.39K Hold
666
– – ﹤0.01% 591
2025
Q2 		$6.88K Hold
666
– – ﹤0.01% 586
2025
Q1 		$5.83K Hold
666
– – ﹤0.01% 608
2024
Q4 		$6.71K Hold
666
– – ﹤0.01% 603
2024
Q3 		$6.5K Hold
666
– – ﹤0.01% 612
2024
Q2 		$7.61K Hold
666
– – ﹤0.01% 584
2024
Q1 		$7.32K Hold
666
– – ﹤0.01% 582
2023
Q4 		$6.27K Hold
666
– – ﹤0.01% 596
2023
Q3 		$5.01K Hold
666
– – ﹤0.01% 603
2023
Q2 		$5.19K Buy
+666
New +$5.12K ﹤0.01% 599

Other funds holding ASX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return