Diversified Trust’s Sociedad Química y Minera de Chile SQM Stock Holding History

Diversified Trust’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
2024 Q2	–	Sell	-4,437	Closed	-$218K	–	939
2024 Q1	$218K	Buy	4,437 +69	+2%	+$3.24K	0.01%	733
2023 Q4	$263K	Hold	4,368	–	–	0.01%	702
2023 Q3	$261K	Sell	4,368 -97	-2%	-$6.54K	0.01%	679
2023 Q2	$324K	Hold	4,465	–	–	0.01%	594
2023 Q1	$362K	Buy	4,465 +36	+0.8%	+$3.1K	0.01%	565
2022 Q4	$354K	Sell	4,429 -1,768	-29%	-$164K	0.01%	523
2022 Q3	$562K	Hold	6,197	–	–	0.03%	350
2022 Q2	$518K	Sell	6,197 -2,200	-26%	-$194K	0.02%	374
2022 Q1	$719K	Buy	8,397 +1,200	+17%	+$76.8K	0.03%	338
2021 Q4	$363K	Buy	+7,197	New	+$413K	0.01%	567
2014 Q2	$677K	Buy	+23,709	New	+$705K	0.06%	313
2013 Q4	$1.49M	Buy	59,050 +153	+0.3%	+$3.95K	0.15%	135
2013 Q3	$1.75M	Buy	58,897 +25,064	+74%	+$782K	0.19%	112
2013 Q2	$1.33M	Buy	+33,833	New	+$1.57M	0.16%	124

Other funds holding SQM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Diversified Trust's SQM Position: Q2 2024 in Review

Diversified Trust sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2024, closing a stake of 4,437 shares — an estimated $218K sold.

Diversified Trust first reported a position in SQM in Q2 2013 and held it in 14 quarters. The position peaked at $1.75M in Q3 2013. 234 funds tracked by Wall St. Rank hold SQM as of Q2 2024.

Diversified Trust reported no remaining Sociedad Química y Minera de Chile position as of Q2 2024 after selling out during the quarter.
Diversified Trust sold 4,437 Sociedad Química y Minera de Chile shares in Q2 2024, an estimated $218K.
Diversified Trust first reported a position in Sociedad Química y Minera de Chile in Q2 2013 and held it in 14 quarters.
Diversified Trust's Sociedad Química y Minera de Chile position peaked at $1.75M in Q3 2013.
234 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.