Summit Place Financial Advisors, LLC MCH MATTHEWS ASIA FDS

Ownership history in Summit Place Financial Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Summit Place Financial Advisors, LLC reported MATTHEWS ASIA FDS (MCH) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.93% in 2026 Q1. The latest visible filing shows MCH at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Place Financial Advisors, LLC's position in MATTHEWS ASIA FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCH was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Place Financial Advisors, LLC held MCH — position size vs. price
% of Fund (quarterly)    MCH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 73,845 +10,925 +17.4% 0.93% $1.9M 2026-05-01 $28.25
2025 Q4 ADDED 62,920 +1,150 +1.9% 0.86% $1.8M 2026-02-02 $29.14
2025 Q3 REDUCED 61,770 -1,300 -2.1% 0.88% $1.9M 2025-10-23 $29.03
2025 Q2 ADDED 63,070 +1,090 +1.8% 0.78% $1.5M 2025-07-24 $26.02
2025 Q1 ADDED 61,980 +12,875 +26.2% 0.85% $1.5M 2025-04-28 $22.19
2024 Q4 REDUCED 49,105 -1,575 -3.1% 0.62% $1.1M 2025-02-03 $21.92
2024 Q3 REDUCED 50,680 -225 -0.4% 0.69% $1.2M 2024-10-24 $23.23
2024 Q2 REDUCED 15.5% +27.8% 50,905 -9,320 -15.5% 0.58% $978K 2024-07-25 $17.96
2024 Q1 REDUCED 39.4% +2.5% 60,225 -39,200 -39.4% 0.66% $1.1M 2024-04-30 $19.19
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCH

As of 2026 Q2 — sorted by position size

Welch Financial Planning, LLC 1.32% J.E. Simmons & Co., P.C. 0.29%

FAQ About Summit Place Financial Advisors, LLC and MCH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Place Financial Advisors, LLC reported owning MCH?

Summit Place Financial Advisors, LLC reported MCH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MCH position in Summit Place Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for MCH was 0.93% in 2026 Q1.

What is the latest reported MCH position on this page?

The most recent filing on this page is 2026 Q1, when Summit Place Financial Advisors, LLC reported 73,845 shares, equal to 0.93% of portfolio, with an estimated market value of $1.9M.

What does the chart on this MCH ownership page compare?

The chart compares Summit Place Financial Advisors, LLC's quarterly MCH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Place Financial Advisors, LLC time their MCH position?

Based on 13F filing dates vs. subsequent MCH price moves, Summit Place Financial Advisors, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on MCH relative to SPY over the holding period was +4.5%.

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