Orion Portfolio Solutions’s Sociedad Química y Minera de Chile SQM Stock Holding History

Orion Portfolio Solutions’s Portfolio SQM Stock Details SQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,513	Closed	-$329K	–	1749
2023 Q3	$329K	Sell	5,513 -107	-2%	-$7.22K	﹤0.01%	1343
2023 Q2	$408K	Buy	5,620 +56	+1%	+$3.98K	﹤0.01%	1290
2023 Q1	$451K	Buy	+5,564	New	+$479K	0.01%	1173
2020 Q2	–	Sell	-2	Closed	–	–	2446
2020 Q1	$0	Sell	2 -46	-96%	-$1.24K	﹤0.01%	2278
2019 Q4	$1K	Buy	+48	New	+$1.26K	﹤0.01%	1730

Other funds holding SQM

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Orion Portfolio Solutions's SQM Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Sociedad Química y Minera de Chile (SQM) in Q4 2023, closing a stake of 5,513 shares — an estimated $329K sold.

Orion Portfolio Solutions first reported a position in SQM in Q4 2019 and held it in 5 quarters. The position peaked at $451K in Q1 2023. 301 funds tracked by Wall St. Rank hold SQM as of Q4 2023.

Orion Portfolio Solutions reported no remaining Sociedad Química y Minera de Chile position as of Q4 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 5,513 Sociedad Química y Minera de Chile shares in Q4 2023, an estimated $329K.
Orion Portfolio Solutions first reported a position in Sociedad Química y Minera de Chile in Q4 2019 and held it in 5 quarters.
Orion Portfolio Solutions's Sociedad Química y Minera de Chile position peaked at $451K in Q1 2023.
301 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.