Orion Portfolio Solutions’s Chunghwa Telecom CHT Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.81M	Sell	46,087 -5,879	-11%	-$227K	0.02%	764
2024 Q4	$1.96M	Sell	51,966 -3,194	-6%	-$122K	0.02%	712
2024 Q3	$2.19M	Sell	55,160 -2,889	-5%	-$110K	0.02%	645
2024 Q2	$2.24M	Buy	58,049 +10,695	+23%	+$415K	0.02%	601
2024 Q1	$1.85M	Buy	47,354 +1,751	+4%	+$67.2K	0.02%	688
2023 Q4	$1.76M	Sell	45,603 -5,118	-10%	-$189K	0.02%	700
2023 Q3	$1.82M	Sell	50,721 -2,443	-5%	-$89.5K	0.02%	654
2023 Q2	$1.98M	Sell	53,164 -209	-0.4%	-$8.48K	0.02%	657
2023 Q1	$2.09M	Buy	+53,373	New	+$2.03M	0.03%	575

Other funds holding CHT

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 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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Orion Portfolio Solutions's CHT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Chunghwa Telecom (CHT) stake by 11% in Q1 2025, selling an estimated $227K and leaving 46,087 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #764.

Orion Portfolio Solutions first reported a position in CHT in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.24M in Q2 2024. 155 funds tracked by Wall St. Rank hold CHT as of Q1 2025.

Orion Portfolio Solutions held 46,087 shares of Chunghwa Telecom worth $1.81M as of Q1 2025.
Orion Portfolio Solutions sold 5,879 Chunghwa Telecom shares in Q1 2025, an estimated $227K.
Chunghwa Telecom made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #764 holding.
Orion Portfolio Solutions first reported a position in Chunghwa Telecom in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Chunghwa Telecom position peaked at $2.24M in Q2 2024.
155 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.