Calton & Associates’s Sociedad Química y Minera de Chile SQM Stock Holding History

Calton & Associates’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 Q4	–	Sell	-3,391	Closed	-$202K	–	282
2023 Q3	$202K	Buy	+3,391	New	+$229K	0.3%	88
2018 Q2	–	Sell	-7,814	Closed	-$384K	–	380
2018 Q1	$384K	Buy	7,814 +1,514	+24%	+$81.9K	0.11%	192
2017 Q4	$355K	Buy	+6,300	New	+$361K	0.09%	210

Other funds holding SQM

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Calton & Associates's SQM Position: Q4 2023 in Review

Calton & Associates sold out of Sociedad Química y Minera de Chile (SQM) in Q4 2023, closing a stake of 3,391 shares — an estimated $202K sold.

Calton & Associates first reported a position in SQM in Q4 2017 and held it in 3 quarters. The position peaked at $384K in Q1 2018. 301 funds tracked by Wall St. Rank hold SQM as of Q4 2023.

Calton & Associates reported no remaining Sociedad Química y Minera de Chile position as of Q4 2023 after selling out during the quarter.
Calton & Associates sold 3,391 Sociedad Química y Minera de Chile shares in Q4 2023, an estimated $202K.
Calton & Associates first reported a position in Sociedad Química y Minera de Chile in Q4 2017 and held it in 3 quarters.
Calton & Associates's Sociedad Química y Minera de Chile position peaked at $384K in Q1 2018.
301 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q4 2023.

Based on Calton & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.