IEQ Capital’s Chunghwa Telecom CHT Stock Holding History

IEQ Capital’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
2026 Q1	$2.33M	Buy	55,155 +6,591	+14%	+$280K	0.01%	716
2025 Q4	$2.03M	Sell	48,564 -2,489	-5%	-$105K	0.01%	785
2025 Q3	$2.23M	Buy	51,053 +22,630	+80%	+$1.01M	0.01%	728
2025 Q2	$1.32M	Buy	28,423 +21,947	+339%	+$935K	0.01%	772
2025 Q1	$254K	Buy	6,476 +855	+15%	+$33K	﹤0.01%	1257
2024 Q4	$212K	Buy	5,621 +301	+6%	+$11.5K	﹤0.01%	1180
2024 Q3	$211K	Sell	5,320 -1,731	-25%	-$65.8K	﹤0.01%	1049
2024 Q2	$272K	Buy	7,051 +892	+14%	+$34.6K	﹤0.01%	825
2024 Q1	$241K	Buy	6,159 +86	+1%	+$3.3K	﹤0.01%	829
2023 Q4	$237K	Buy	6,073 +271	+5%	+$10K	﹤0.01%	795
2023 Q3	$209K	Buy	+5,802	New	+$213K	﹤0.01%	827
2022 Q3	–	Sell	-8,880	Closed	-$366K	–	843
2022 Q2	$366K	Buy	8,880 +2,308	+35%	+$99.4K	0.01%	544
2022 Q1	$292K	Buy	6,572 +1,779	+37%	+$77.2K	0.01%	643
2021 Q4	$202K	Buy	+4,793	New	+$194K	﹤0.01%	694

Other funds holding CHT

Renaissance Technologies

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Acadian Asset Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

TD Asset Management

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