LMKC
CHW

L.M. Kohn & Company’s Calamos Global Dynamic Income Fund CHW Stock Holding History

L.M. Kohn & Company’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$172K Sell
22,836
-1,509
-6% -$11K 0.21% 120
2025
Q2 		$174K Buy
24,345
+947
+4% +$6.22K 0.05% 267
2025
Q1 		$150K Buy
23,398
+545
+2% +$3.7K 0.04% 262
2024
Q4 		$154K Buy
22,853
+42
+0.2% +$297 0.04% 252
2024
Q3 		$164K Buy
22,811
+42
+0.2% +$291 0.04% 272
2024
Q2 		$156K Buy
22,769
+43
+0.2% +$285 0.04% 258
2024
Q1 		$148K Buy
22,726
+5,132
+29% +$31.3K 0.04% 259
2023
Q4 		$102K Hold
17,594
– – 0.03% 237
2023
Q3 		$97.5K Hold
17,594
– – 0.04% 229
2023
Q2 		$106K Hold
17,594
– – 0.04% 227
2023
Q1 		$105K Hold
17,594
– – 0.04% 216
2022
Q4 		$98.2K Buy
17,594
+1,180
+7% +$6.9K 0.05% 215
2022
Q3 		$99K Sell
16,414
-300
-2% -$2.13K 0.05% 210
2022
Q2 		$114K Buy
16,714
+1,072
+7% +$8.23K 0.05% 224
2022
Q1 		$139K Buy
+15,642
New +$142K 0.05% 233

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return