SS
CHN

Sunbelt Securities’s China Fund CHN Stock Holding History

Sunbelt Securities’s Portfolio CHN Stock Details CHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-80
Closed -$1.02K – 1826
2024
Q3 		$1.02K Hold
80
– – ﹤0.01% 1680
2024
Q2 		$810 Hold
80
– – ﹤0.01% 1631
2024
Q1 		$799 Hold
80
– – ﹤0.01% 1597
2023
Q4 		$813 Hold
80
– – ﹤0.01% 1559
2023
Q3 		$846 Hold
80
– – ﹤0.01% 1613
2023
Q2 		$886 Buy
+80
New +$932 ﹤0.01% 1539

Other funds holding CHN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Sunbelt Securities's CHN Position: Q4 2024 in Review

Sunbelt Securities sold out of China Fund (CHN) in Q4 2024, closing a stake of 80 shares — an estimated $1.02K sold.

Sunbelt Securities first reported a position in CHN in Q2 2023 and held it in 6 quarters. The position peaked at $1.02K in Q3 2024. 26 funds tracked by Wall St. Rank hold CHN as of Q4 2024.

  • Sunbelt Securities reported no remaining China Fund position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 80 China Fund shares in Q4 2024, an estimated $1.02K.
  • Sunbelt Securities first reported a position in China Fund in Q2 2023 and held it in 6 quarters.
  • Sunbelt Securities's China Fund position peaked at $1.02K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held China Fund as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.