AG
UCTT

Advisor Group’s Ultra Clean Holdings UCTT Stock Holding History

Advisor Group’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$29K Sell
1,223
-715
-37% -$14.5K ﹤0.01% 3754
2019
Q3 		$28K Buy
1,938
+772
+66% +$10.7K ﹤0.01% 3757
2019
Q2 		$16K Hold
1,166
– – ﹤0.01% 4121
2019
Q1 		$12K Sell
1,166
-1,487
-56% -$16K ﹤0.01% 4286
2018
Q4 		$23K Sell
2,653
-92
-3% -$899 ﹤0.01% 3723
2018
Q3 		$34K Buy
2,745
+1,445
+111% +$21K ﹤0.01% 3551
2018
Q2 		$22K Sell
1,300
-3,200
-71% -$56.1K ﹤0.01% 3660
2018
Q1 		$87K Buy
4,500
+1,150
+34% +$24.3K ﹤0.01% 2668
2017
Q4 		$77K Buy
3,350
+750
+29% +$19.2K ﹤0.01% 2769
2017
Q3 		$80K Sell
2,600
-2,287
-47% -$54.1K ﹤0.01% 2595
2017
Q2 		$92K Sell
4,887
-2,431
-33% -$48.9K ﹤0.01% 2375
2017
Q1 		$123K Buy
+7,318
New +$97.1K ﹤0.01% 2023

Other funds holding UCTT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Advisor Group's UCTT Position: Q4 2019 in Review

Advisor Group reduced its Ultra Clean Holdings (UCTT) stake by 37% in Q4 2019, selling an estimated $14.5K and leaving 1,223 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

Advisor Group first reported a position in UCTT in Q1 2017 and has held it in 12 quarters since. The position peaked at $123K in Q1 2017. 180 funds tracked by Wall St. Rank hold UCTT as of Q4 2019.

  • Advisor Group held 1,223 shares of Ultra Clean Holdings worth $29K as of Q4 2019.
  • Advisor Group sold 715 Ultra Clean Holdings shares in Q4 2019, an estimated $14.5K.
  • Ultra Clean Holdings made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3754 holding.
  • Advisor Group first reported a position in Ultra Clean Holdings in Q1 2017 and has held it in 12 quarters since.
  • Advisor Group's Ultra Clean Holdings position peaked at $123K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.