Westside Investment Management’s Templeton Dragon Fund TDF Stock Holding History

Westside Investment Management’s Portfolio TDF Stock Details TDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.8K	Hold	1,865	–	–	﹤0.01%	902
2025 Q4	$21K	Hold	1,865	–	–	﹤0.01%	857
2025 Q3	$21.7K	Hold	1,865	–	–	﹤0.01%	856
2025 Q2	$18.6K	Hold	1,865	–	–	﹤0.01%	703
2025 Q1	$18.1K	Hold	1,865	–	–	﹤0.01%	587
2024 Q4	$15.8K	Hold	1,865	–	–	﹤0.01%	608
2024 Q3	$17.1K	Hold	1,865	–	–	﹤0.01%	603
2024 Q2	$15K	Hold	1,865	–	–	﹤0.01%	599
2024 Q1	$14.7K	Hold	1,865	–	–	﹤0.01%	567
2023 Q4	$15.2K	Sell	1,865 -785	-30%	-$6.54K	﹤0.01%	534
2023 Q3	$22.6K	Hold	2,650	–	–	0.01%	467
2023 Q2	$24.1K	Hold	2,650	–	–	0.01%	469
2023 Q1	$28.1K	Hold	2,650	–	–	0.01%	448
2022 Q4	$27	Hold	2,650	–	–	﹤0.01%	494
2022 Q3	$24	Hold	2,650	–	–	﹤0.01%	496
2022 Q2	$37	Hold	2,650	–	–	﹤0.01%	441
2022 Q1	$35	Hold	2,650	–	–	﹤0.01%	458
2021 Q4	$45	Hold	2,650	–	–	﹤0.01%	409
2021 Q3	$47	Hold	2,650	–	–	﹤0.01%	396
2021 Q2	$62	Hold	2,650	–	–	﹤0.01%	366
2021 Q1	$62	Hold	2,650	–	–	﹤0.01%	357
2020 Q4	$61	Hold	2,650	–	–	﹤0.01%	330
2020 Q3	$58	Hold	2,650	–	–	﹤0.01%	334
2020 Q2	$53	Hold	2,650	–	–	﹤0.01%	322
2020 Q1	$45	Buy	+2,650	New	+$49K	﹤0.01%	334
2019 Q2	$50	Buy	+2,650	New	+$51.8K	﹤0.01%	312
2018 Q4	$45.1K	Hold	2,650	–	–	0.02%	304
2018 Q3	$11.8K	Hold	2,650	–	–	﹤0.01%	461
2018 Q2	$55.4K	Hold	2,650	–	–	0.02%	285
2018 Q1	$57.9K	Hold	2,650	–	–	0.03%	271
2017 Q4	$59.6K	Buy	2,650 +2,227	+526%	+$47.6K	0.03%	263
2017 Q3	$9.03K	Hold	423	–	–	0.01%	572
2017 Q2	$8.65K	Hold	423	–	–	0.01%	569
2017 Q1	$8.11K	Buy	+423	New	+$7.52K	﹤0.01%	553

Other funds holding TDF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Westside Investment Management's TDF Position: Q1 2026 in Review

Westside Investment Management held its Templeton Dragon Fund (TDF) position steady in Q1 2026 at 1,865 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Westside Investment Management first reported a position in TDF in Q1 2017 and has held it in 34 quarters since. The position peaked at $59.6K in Q4 2017. 48 funds tracked by Wall St. Rank hold TDF as of Q1 2026.

Westside Investment Management held 1,865 shares of Templeton Dragon Fund worth $19.8K as of Q1 2026.
Westside Investment Management left its Templeton Dragon Fund share count unchanged in Q1 2026.
Templeton Dragon Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #902 holding.
Westside Investment Management first reported a position in Templeton Dragon Fund in Q1 2017 and has held it in 34 quarters since.
Westside Investment Management's Templeton Dragon Fund position peaked at $59.6K in Q4 2017.
48 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.