Caldwell Sutter Capital’s Aberdeen India Fund IFN Stock Holding History

Caldwell Sutter Capital’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10	Closed	-$132	–	892
2025 Q4	$137	Hold	10	–	–	﹤0.01%	854
2025 Q3	$147	Hold	10	–	–	﹤0.01%	848
2025 Q2	$165	Hold	10	–	–	﹤0.01%	830
2025 Q1	$158	Hold	10	–	–	﹤0.01%	860
2024 Q4	$158	Hold	10	–	–	﹤0.01%	874
2024 Q3	$190	Hold	10	–	–	﹤0.01%	877
2024 Q2	$179	Sell	10 -300	-97%	-$5.45K	﹤0.01%	891
2024 Q1	$6.35K	Buy	310 +10	+3%	+$197	﹤0.01%	599
2023 Q4	$5.49K	Buy	300 +100	+50%	+$1.72K	﹤0.01%	616
2023 Q3	$3.48K	Hold	200	–	–	﹤0.01%	647
2023 Q2	$3.32K	Buy	+200	New	+$3.12K	﹤0.01%	668

Other funds holding IFN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Caldwell Sutter Capital's IFN Position: Q1 2026 in Review

Caldwell Sutter Capital sold out of Aberdeen India Fund (IFN) in Q1 2026, closing a stake of 10 shares — an estimated $132 sold.

Caldwell Sutter Capital first reported a position in IFN in Q2 2023 and held it in 11 quarters. The position peaked at $6.35K in Q1 2024. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

Caldwell Sutter Capital reported no remaining Aberdeen India Fund position as of Q1 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 10 Aberdeen India Fund shares in Q1 2026, an estimated $132.
Caldwell Sutter Capital first reported a position in Aberdeen India Fund in Q2 2023 and held it in 11 quarters.
Caldwell Sutter Capital's Aberdeen India Fund position peaked at $6.35K in Q1 2024.
70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.