Global Retirement Partners’s Chunghwa Telecom CHT Stock Holding History

Global Retirement Partners’s Portfolio CHT Stock Details CHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$209K	Buy	+5,022	New	+$212K	﹤0.01%	1454
2025 Q3	–	Sell	-246	Closed	-$11.5K	–	3899
2025 Q2	$11.5K	Buy	+246	New	+$10.5K	﹤0.01%	2548
2023 Q1	–	Sell	-227	Closed	-$8.31K	–	3225
2022 Q4	$8.31K	Sell	227 -63	-22%	-$2.21K	﹤0.01%	1847
2022 Q3	$10K	Sell	290 -618	-68%	-$24.6K	﹤0.01%	1677
2022 Q2	$37K	Buy	908 +42	+5%	+$1.81K	﹤0.01%	1109
2022 Q1	$36K	Buy	+866	New	+$37.6K	﹤0.01%	1126
2021 Q4	–	Sell	-127	Closed	-$5K	–	484
2021 Q3	$5K	Hold	127	–	–	﹤0.01%	1604
2021 Q2	$5K	Buy	+127	New	+$5.17K	﹤0.01%	1555

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)

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

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return