GI
CHN

Gradient Investments’s China Fund CHN Stock Holding History

Gradient Investments’s Portfolio CHN Stock Details CHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$1.06K – 1847
2023
Q3 		$1.06K Buy
+100
New +$1.13K ﹤0.01% 1356

Other funds holding CHN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $333M AUM 24.2% 1-Year Est. Return

Gradient Investments's CHN Position: Q4 2023 in Review

Gradient Investments sold out of China Fund (CHN) in Q4 2023, closing a stake of 100 shares — an estimated $1.06K sold.

Gradient Investments first reported a position in CHN in Q3 2023 and held it in 1 quarter. The position peaked at $1.06K in Q3 2023. 27 funds tracked by Wall St. Rank hold CHN as of Q4 2023.

  • Gradient Investments reported no remaining China Fund position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 100 China Fund shares in Q4 2023, an estimated $1.06K.
  • Gradient Investments first reported a position in China Fund in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's China Fund position peaked at $1.06K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held China Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.