SimplyRich’s Sociedad Química y Minera de Chile SQM Stock Holding History

SimplyRich’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	-10,262	Closed	-$612K	–	177
2023 Q3	$612K	Sell	10,262 -760	-7%	-$51.3K	0.3%	84
2023 Q2	$800K	Sell	11,022 -362	-3%	-$25.7K	0.29%	90
2023 Q1	$922K	Sell	11,384 -764	-6%	-$65.8K	0.35%	79
2022 Q4	$969K	Sell	12,148 -1,687	-12%	-$156K	0.39%	69
2022 Q3	$1.25M	Buy	13,835 +1,942	+16%	+$189K	0.57%	44
2022 Q2	$993K	Buy	11,893 +15	+0.1%	+$1.32K	0.41%	65
2022 Q1	$1.02M	Sell	11,878 -1,507	-11%	-$96.5K	0.36%	75
2021 Q4	$675K	Buy	13,385 +1,702	+15%	+$97.6K	0.22%	97
2021 Q3	$627K	Buy	+11,683	New	+$596K	0.23%	100

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

SimplyRich's SQM Position: Q4 2023 in Review

SimplyRich sold out of Sociedad Química y Minera de Chile (SQM) in Q4 2023, closing a stake of 10,262 shares — an estimated $612K sold.

SimplyRich first reported a position in SQM in Q3 2021 and held it in 9 quarters. The position peaked at $1.25M in Q3 2022. 301 funds tracked by Wall St. Rank hold SQM as of Q4 2023.

SimplyRich reported no remaining Sociedad Química y Minera de Chile position as of Q4 2023 after selling out during the quarter.
SimplyRich sold 10,262 Sociedad Química y Minera de Chile shares in Q4 2023, an estimated $612K.
SimplyRich first reported a position in Sociedad Química y Minera de Chile in Q3 2021 and held it in 9 quarters.
SimplyRich's Sociedad Química y Minera de Chile position peaked at $1.25M in Q3 2022.
301 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q4 2023.

Based on SimplyRich's 13F filing for Q4 2023, filed 26 Jan 2024.