BerganKDV Wealth Management’s STMicroelectronics STM Stock Holding History

BerganKDV Wealth Management’s Portfolio STM Stock Details STM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-123	Closed	-$4K	–	1063
2022 Q2	$4K	Hold	123	–	–	﹤0.01%	743
2022 Q1	$5K	Hold	123	–	–	﹤0.01%	737
2021 Q4	$6K	Hold	123	–	–	﹤0.01%	762
2021 Q3	$5K	Buy	+123	New	+$5.18K	﹤0.01%	758
2020 Q2	–	Sell	-400	Closed	-$9K	–	1083
2020 Q1	$9K	Buy	400 +150	+60%	+$3.95K	﹤0.01%	508
2019 Q4	$7K	Hold	250	–	–	﹤0.01%	575
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	569
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	617
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	619
2018 Q4	$3K	Hold	250	–	–	﹤0.01%	599
2018 Q3	$5K	Hold	250	–	–	﹤0.01%	544
2018 Q2	$6K	Buy	+250	New	+$5.81K	﹤0.01%	551

Other funds holding STM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return