RWM
CHL

Ritholtz Wealth Management’s China Mobile Limited CHL Stock Holding History

Ritholtz Wealth Management’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,274
Closed -$202K – 432
2020
Q3 		$202K Buy
+6,274
New +$220K 0.02% 272
2020
Q2 		– Sell
-6,403
Closed -$241K – 306
2020
Q1 		$241K Buy
+6,403
New +$257K 0.04% 127

Other funds holding CHL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritholtz Wealth Management's CHL Position: Q4 2020 in Review

Ritholtz Wealth Management sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 6,274 shares — an estimated $202K sold.

Ritholtz Wealth Management first reported a position in CHL in Q1 2020 and held it in 2 quarters. The position peaked at $241K in Q1 2020. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

  • Ritholtz Wealth Management reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,274 China Mobile Limited shares in Q4 2020, an estimated $202K.
  • Ritholtz Wealth Management first reported a position in China Mobile Limited in Q1 2020 and held it in 2 quarters.
  • Ritholtz Wealth Management's China Mobile Limited position peaked at $241K in Q1 2020.
  • 248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on Ritholtz Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.