Altshuler Shaham’s iShares Semiconductor ETF SOXX Stock Holding History

Altshuler Shaham’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-34,047	Closed	-$3.7M	–	587
2022 Q3	$3.7M	Hold	34,047	–	–	0.09%	27
2022 Q2	$3.97M	Hold	34,047	–	–	0.06%	33
2022 Q1	$5.37M	Buy	+34,047	New	+$5.45M	0.05%	71
2021 Q4	–	Sell	-17,064	Closed	-$2.86M	–	632
2021 Q3	$2.55M	Sell	17,064 -11,388	-40%	-$1.73M	0.02%	122
2021 Q2	$4.31M	Buy	28,452 +20,643	+264%	+$2.95M	0.03%	118
2021 Q1	$1.1M	Sell	7,809 -12,351	-61%	-$1.69M	0.01%	95
2020 Q4	$2.55M	Buy	20,160 +3,519	+21%	+$404K	0.05%	47
2020 Q3	$1.69M	Buy	16,641 +11,841	+247%	+$1.16M	0.04%	64
2020 Q2	$433K	Buy	+4,800	New	+$388K	0.01%	110

Other funds holding SOXX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Altshuler Shaham's SOXX Position: Q4 2022 in Review

Altshuler Shaham sold out of iShares Semiconductor ETF (SOXX) in Q4 2022, closing a stake of 34,047 shares — an estimated $3.7M sold.

Altshuler Shaham first reported a position in SOXX in Q2 2020 and held it in 9 quarters. The position peaked at $5.37M in Q1 2022. 461 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

Altshuler Shaham reported no remaining iShares Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 34,047 iShares Semiconductor ETF shares in Q4 2022, an estimated $3.7M.
Altshuler Shaham first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 9 quarters.
Altshuler Shaham's iShares Semiconductor ETF position peaked at $5.37M in Q1 2022.
461 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.