Herald Investment Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Herald Investment Management’s Portfolio IMOS Stock Details IMOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-78,394	Closed	-$1.83M	–	96
2024 Q3	$1.83M	Hold	78,394	–	–	0.32%	73
2024 Q2	$2.05M	Hold	78,394	–	–	0.34%	67
2024 Q1	$2.47M	Hold	78,394	–	–	0.4%	59
2023 Q4	$2.1M	Sell	78,394 -5,091	-6%	-$128K	0.4%	62
2023 Q3	$1.92M	Hold	83,485	–	–	0.41%	62
2023 Q2	$1.97M	Hold	83,485	–	–	0.38%	66
2023 Q1	$2.09M	Hold	83,485	–	–	0.46%	59
2022 Q4	$1.78M	Hold	83,485	–	–	0.44%	63
2022 Q3	$1.55M	Hold	83,485	–	–	0.38%	74
2022 Q2	$2.08M	Hold	83,485	–	–	0.48%	66
2022 Q1	$2.96M	Hold	83,485	–	–	0.54%	59
2021 Q4	$2.93M	Hold	83,485	–	–	0.47%	61
2021 Q3	$2.86M	Hold	83,485	–	–	0.47%	67
2021 Q2	$2.83M	Hold	83,485	–	–	0.46%	64
2021 Q1	$2.63M	Hold	83,485	–	–	0.46%	65
2020 Q4	$2.03M	Hold	83,485	–	–	0.36%	70
2020 Q3	$1.61M	Hold	83,485	–	–	0.35%	71
2020 Q2	$1.89M	Hold	83,485	–	–	0.44%	58
2020 Q1	$1.45M	Hold	83,485	–	–	0.44%	54
2019 Q4	$1.89M	Hold	83,485	–	–	0.48%	51
2019 Q3	$1.69M	Hold	83,485	–	–	0.5%	50
2019 Q2	$1.28M	Hold	83,485	–	–	0.36%	65
2019 Q1	$1.41M	Hold	83,485	–	–	0.36%	58
2018 Q4	$1.4M	Buy	83,485 +90	+0.1%	+$1.53K	0.45%	56
2018 Q3	$1.5M	Hold	83,395	–	–	0.38%	58
2018 Q2	$1.48M	Hold	83,395	–	–	0.41%	56
2018 Q1	$1.55M	Hold	83,395	–	–	0.46%	54
2017 Q4	$1.73M	Hold	83,395	–	–	0.54%	48
2017 Q3	$1.9M	Hold	83,395	–	–	0.61%	46
2017 Q2	$1.94M	Hold	83,395	–	–	0.67%	46
2017 Q1	$1.74M	Hold	83,395	–	–	0.64%	48
2016 Q4	$1.39M	Sell	83,395 -11,896	-12%	-$228K	0.6%	46
2016 Q3	$2.08M	Hold	95,291	–	–	0.77%	39
2016 Q2	$1.9M	Hold	95,291	–	–	0.8%	39
2016 Q1	$1.82M	Hold	95,291	–	–	0.78%	40
2015 Q4	$2.08M	Hold	95,291	–	–	0.87%	38
2015 Q3	$1.72M	Buy	+95,291	New	+$1.88M	0.76%	39
2015 Q1	$2.55M	Hold	95,291	–	–	0.92%	34
2014 Q4	$2.45M	Hold	95,291	–	–	0.95%	33
2014 Q3	$2.25M	Hold	95,291	–	–	0.9%	34
2014 Q2	$2.53M	Hold	95,291	–	–	1.01%	35
2014 Q1	$2.26M	Hold	95,291	–	–	0.9%	36
2013 Q4	$2.02M	Hold	95,291	–	–	0.81%	39
2013 Q3	$1.63M	Buy	95,291 +45,377	+91%	+$858K	0.71%	42
2013 Q2	$1.06M	Buy	+49,914	New	+$903K	0.5%	46

Other funds holding IMOS

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Herald Investment Management's IMOS Position: Q4 2024 in Review

Herald Investment Management sold out of ChipMOS TECHNOLOGIES (IMOS) in Q4 2024, closing a stake of 78,394 shares — an estimated $1.83M sold.

Herald Investment Management first reported a position in IMOS in Q2 2013 and held it in 45 quarters. The position peaked at $2.96M in Q1 2022. 50 funds tracked by Wall St. Rank hold IMOS as of Q4 2024.

Herald Investment Management reported no remaining ChipMOS TECHNOLOGIES position as of Q4 2024 after selling out during the quarter.
Herald Investment Management sold 78,394 ChipMOS TECHNOLOGIES shares in Q4 2024, an estimated $1.83M.
Herald Investment Management first reported a position in ChipMOS TECHNOLOGIES in Q2 2013 and held it in 45 quarters.
Herald Investment Management's ChipMOS TECHNOLOGIES position peaked at $2.96M in Q1 2022.
50 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q4 2024.

Based on Herald Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.