Envestnet Asset Management’s Banco de Chile BCH Stock Holding History

Envestnet Asset Management’s Portfolio BCH Stock Details BCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,112	Closed	-$256K	–	4185
2023 Q4	$256K	Sell	11,112 -275	-2%	-$5.87K	﹤0.01%	3700
2023 Q3	$230K	Sell	11,387 -2,667	-19%	-$56.6K	﹤0.01%	3671
2023 Q2	$295K	Sell	14,054 -124,547	-90%	-$2.6M	﹤0.01%	3498
2023 Q1	$146K	Buy	+138,601	New	+$2.88M	﹤0.01%	3732
2022 Q3	–	Sell	-10,215	Closed	-$186K	–	3902
2022 Q2	$186K	Sell	10,215 -10,867	-52%	-$220K	﹤0.01%	3624
2022 Q1	$452K	Buy	21,082 +10,935	+108%	+$222K	﹤0.01%	3179
2021 Q4	$159K	Buy	+10,147	New	+$180K	﹤0.01%	3696
2015 Q1	–	Sell	-1,034	Closed	-$22K	–	2044
2014 Q4	$22K	Buy	+1,034	New	+$22.7K	﹤0.01%	1703

Other funds holding BCH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Envestnet Asset Management's BCH Position: Q1 2024 in Review

Envestnet Asset Management sold out of Banco de Chile (BCH) in Q1 2024, closing a stake of 11,112 shares — an estimated $256K sold.

Envestnet Asset Management first reported a position in BCH in Q4 2014 and held it in 8 quarters. The position peaked at $452K in Q1 2022. 91 funds tracked by Wall St. Rank hold BCH as of Q1 2024.

Envestnet Asset Management reported no remaining Banco de Chile position as of Q1 2024 after selling out during the quarter.
Envestnet Asset Management sold 11,112 Banco de Chile shares in Q1 2024, an estimated $256K.
Envestnet Asset Management first reported a position in Banco de Chile in Q4 2014 and held it in 8 quarters.
Envestnet Asset Management's Banco de Chile position peaked at $452K in Q1 2022.
91 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.