Chatham Capital Group
IAF icon

Chatham Capital Group’s abrdn Australia Equity Fund IAF Stock Holding History

Chatham Capital Group’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,208
Closed -$56.4K – 198
2025
Q2 		$56.4K Buy
4,208
+67
+2% +$847 0.01% 197
2025
Q1 		$50.1K Sell
4,141
-1,297
-24% -$16.5K 0.01% 194
2024
Q4 		$68.4K Buy
+5,438
New +$73K 0.01% 197

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Chatham Capital Group's IAF Position: Q3 2025 in Review

Chatham Capital Group sold out of abrdn Australia Equity Fund (IAF) in Q3 2025, closing a stake of 4,208 shares — an estimated $56.4K sold.

Chatham Capital Group first reported a position in IAF in Q4 2024 and held it in 3 quarters. The position peaked at $68.4K in Q4 2024. 28 funds tracked by Wall St. Rank hold IAF as of Q3 2025.

  • Chatham Capital Group reported no remaining abrdn Australia Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Chatham Capital Group sold 4,208 abrdn Australia Equity Fund shares in Q3 2025, an estimated $56.4K.
  • Chatham Capital Group first reported a position in abrdn Australia Equity Fund in Q4 2024 and held it in 3 quarters.
  • Chatham Capital Group's abrdn Australia Equity Fund position peaked at $68.4K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2025.

Based on Chatham Capital Group's 13F filing for Q3 2025, filed 15 Oct 2025.