Diversified Trust’s China Mobile Limited CHL Stock Holding History

Diversified Trust’s Portfolio CHL Stock Details CHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-35,900	Closed	-$1.16M	–	797
2020 Q3	$1.16M	Hold	35,900	–	–	0.05%	166
2020 Q2	$1.21M	Hold	35,900	–	–	0.06%	134
2020 Q1	$1.35M	Hold	35,900	–	–	0.08%	111
2019 Q4	$1.52M	Hold	35,900	–	–	0.07%	111
2019 Q3	$1.49M	Hold	35,900	–	–	0.07%	97
2019 Q2	$1.63M	Hold	35,900	–	–	0.08%	92
2019 Q1	$1.83M	Hold	35,900	–	–	0.09%	84
2018 Q4	$1.72M	Buy	+35,900	New	+$1.73M	0.1%	83

Other funds holding CHL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust's CHL Position: Q4 2020 in Review

Diversified Trust sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 35,900 shares — an estimated $1.16M sold.

Diversified Trust first reported a position in CHL in Q4 2018 and held it in 8 quarters. The position peaked at $1.83M in Q1 2019. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

Diversified Trust reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
Diversified Trust sold 35,900 China Mobile Limited shares in Q4 2020, an estimated $1.16M.
Diversified Trust first reported a position in China Mobile Limited in Q4 2018 and held it in 8 quarters.
Diversified Trust's China Mobile Limited position peaked at $1.83M in Q1 2019.
248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on Diversified Trust's 13F filing for Q4 2020, filed 8 Jan 2021.