Anchor Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Anchor Investment Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12	Closed	-$1.74K	–	987
2023 Q3	$1.74K	Hold	12	–	–	﹤0.01%	901
2023 Q2	$1.83K	Hold	12	–	–	﹤0.01%	885
2023 Q1	$1.58K	Hold	12	–	–	﹤0.01%	921
2022 Q4	$1.22K	Hold	12	–	–	﹤0.01%	904
2022 Q3	$1.11K	Hold	12	–	–	﹤0.01%	923
2022 Q2	$1.22K	Hold	12	–	–	﹤0.01%	923
2022 Q1	$1.62K	Hold	12	–	–	﹤0.01%	933
2021 Q4	$1.85K	Hold	12	–	–	﹤0.01%	943
2021 Q3	$1.54K	Hold	12	–	–	﹤0.01%	879
2021 Q2	$1.57K	Buy	+12	New	+$1.48K	﹤0.01%	902

Other funds holding SMH

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Anchor Investment Management's SMH Position: Q4 2023 in Review

Anchor Investment Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2023, closing a stake of 12 shares — an estimated $1.74K sold.

Anchor Investment Management first reported a position in SMH in Q2 2021 and held it in 10 quarters. The position peaked at $1.85K in Q4 2021. 666 funds tracked by Wall St. Rank hold SMH as of Q4 2023.

Anchor Investment Management reported no remaining VanEck Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
Anchor Investment Management sold 12 VanEck Semiconductor ETF shares in Q4 2023, an estimated $1.74K.
Anchor Investment Management first reported a position in VanEck Semiconductor ETF in Q2 2021 and held it in 10 quarters.
Anchor Investment Management's VanEck Semiconductor ETF position peaked at $1.85K in Q4 2021.
666 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.