Zuckerman Investment Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Zuckerman Investment Group’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-41,074	Closed	-$310K	–	146
2025 Q3	$310K	Hold	41,074	–	–	0.03%	122
2025 Q2	$293K	Hold	41,074	–	–	0.03%	128
2025 Q1	$262K	Hold	41,074	–	–	0.03%	139
2024 Q4	$281K	Hold	41,074	–	–	0.03%	131
2024 Q3	$295K	Hold	41,074	–	–	0.03%	120
2024 Q2	$282K	Hold	41,074	–	–	0.03%	118
2024 Q1	$267K	Buy	+41,074	New	+$251K	0.03%	121
2021 Q4	–	Sell	-45,574	Closed	-$436K	–	118
2021 Q3	$436K	Hold	45,574	–	–	0.07%	81
2021 Q2	$499K	Buy	+45,574	New	+$483K	0.08%	74

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWA

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Zuckerman Investment Group's CHW Position: Q4 2025 in Review

Zuckerman Investment Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2025, closing a stake of 41,074 shares — an estimated $310K sold.

Zuckerman Investment Group first reported a position in CHW in Q2 2021 and held it in 9 quarters. The position peaked at $499K in Q2 2021. 94 funds tracked by Wall St. Rank hold CHW as of Q4 2025.

Zuckerman Investment Group reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
Zuckerman Investment Group sold 41,074 Calamos Global Dynamic Income Fund shares in Q4 2025, an estimated $310K.
Zuckerman Investment Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2021 and held it in 9 quarters.
Zuckerman Investment Group's Calamos Global Dynamic Income Fund position peaked at $499K in Q2 2021.
94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2025.

Based on Zuckerman Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.