UBS AM
CHL

UBS AM’s China Mobile Limited CHL Stock Holding History

UBS AM’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
2019
Q4 		– Sell
-717,527
Closed -$29.7M – 2969
2019
Q3 		$29.7M Sell
717,527
-285,886
-28% -$12.2M 0.02% 662
2019
Q2 		$45.4M Sell
1,003,413
-237,324
-19% -$11M 0.03% 558
2019
Q1 		$63.3M Buy
1,240,737
+3,309
+0.3% +$173K 0.05% 414
2018
Q4 		$59.4M Buy
1,237,428
+191,091
+18% +$9.2M 0.05% 388
2018
Q3 		$51.2M Buy
1,046,337
+1,046,229
+968,731% +$48.3M 0.04% 484
2018
Q2 		$4.79K Sell
108
-153
-59% -$7.04K ﹤0.01% 2713
2018
Q1 		$11.9K Sell
261
-32
-11% -$1.55K ﹤0.01% 2570
2017
Q4 		$14.8K Hold
293
– – ﹤0.01% 2486
2017
Q3 		$14.8K Sell
293
-50
-15% -$2.66K ﹤0.01% 2444
2017
Q2 		$18.2K Sell
343
-139
-29% -$7.55K ﹤0.01% 2428
2017
Q1 		$26.6K Sell
482
-264,031
-100% -$14.7M ﹤0.01% 2374
2016
Q4 		$13.9M Sell
264,513
-505,585
-66% -$28.4M 0.02% 791
2016
Q3 		$47.4M Buy
770,098
+45,700
+6% +$2.8M 0.05% 384
2016
Q2 		$41.9M Hold
724,398
– – 0.05% 403
2016
Q1 		$40.2M Hold
724,398
– – 0.05% 423
2015
Q4 		$40.8M Buy
724,398
+101,400
+16% +$5.98M 0.05% 426
2015
Q3 		$37.1M Hold
622,998
– – 0.04% 464
2015
Q2 		$39.9M Buy
622,998
+81,000
+15% +$5.53M 0.04% 488
2015
Q1 		$35.2M Buy
541,998
+52,200
+11% +$3.41M 0.03% 524
2014
Q4 		$28.8M Buy
489,798
+1,300
+0.3% +$77.9K 0.03% 598
2014
Q3 		$28.7M Sell
488,498
-8,930
-2% -$514K 0.03% 587
2014
Q2 		$24.2M Buy
497,428
+772
+0.2% +$37K 0.02% 626
2014
Q1 		$22.6M Sell
496,656
-100
-0% -$4.75K 0.02% 633
2013
Q4 		$26M Buy
496,756
+223,626
+82% +$11.9M 0.03% 558
2013
Q3 		$15.4M Buy
273,130
+262,080
+2,372% +$14.2M 0.02% 680
2013
Q2 		$572K Buy
+11,050
New +$584K ﹤0.01% 1650

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

UBS AM's CHL Position: Q4 2019 in Review

UBS AM sold out of China Mobile Limited (CHL) in Q4 2019, closing a stake of 717,527 shares — an estimated $29.7M sold.

UBS AM first reported a position in CHL in Q2 2013 and held it in 26 quarters. The position peaked at $63.3M in Q1 2019. 312 funds tracked by Wall St. Rank hold CHL as of Q4 2019.

  • UBS AM reported no remaining China Mobile Limited position as of Q4 2019 after selling out during the quarter.
  • UBS AM sold 717,527 China Mobile Limited shares in Q4 2019, an estimated $29.7M.
  • UBS AM first reported a position in China Mobile Limited in Q2 2013 and held it in 26 quarters.
  • UBS AM's China Mobile Limited position peaked at $63.3M in Q1 2019.
  • 312 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2019.

Based on UBS AM's 13F filing for Q4 2019, filed 14 Feb 2020.