Berman Capital Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Sell	110 -279	-72%	-$13.2K	﹤0.01%	1516
2021 Q2	$20K	Buy	389 +279	+254%	+$14.9K	﹤0.01%	920
2021 Q1	$6K	Hold	110	–	–	﹤0.01%	1230
2020 Q4	$3K	Hold	110	–	–	﹤0.01%	1336
2020 Q3	$2K	Hold	110	–	–	﹤0.01%	1343
2020 Q2	$2K	Hold	110	–	–	﹤0.01%	1325
2020 Q1	$1K	Hold	110	–	–	﹤0.01%	1379
2019 Q4	$2K	Hold	110	–	–	﹤0.01%	1251
2019 Q3	$1K	Hold	110	–	–	﹤0.01%	1376
2019 Q2	$1K	Hold	110	–	–	﹤0.01%	1394
2019 Q1	$1K	Buy	+110	New	+$1.18K	﹤0.01%	1272

Other funds holding UCTT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Berman Capital Advisors's UCTT Position: Q3 2021 in Review

Berman Capital Advisors reduced its Ultra Clean Holdings (UCTT) stake by 72% in Q3 2021, selling an estimated $13.2K and leaving 110 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Berman Capital Advisors first reported a position in UCTT in Q1 2019 and has held it in 11 quarters since. The position peaked at $20K in Q2 2021. 238 funds tracked by Wall St. Rank hold UCTT as of Q3 2021.

Berman Capital Advisors held 110 shares of Ultra Clean Holdings worth $4K as of Q3 2021.
Berman Capital Advisors sold 279 Ultra Clean Holdings shares in Q3 2021, an estimated $13.2K.
Ultra Clean Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1516 holding.
Berman Capital Advisors first reported a position in Ultra Clean Holdings in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Ultra Clean Holdings position peaked at $20K in Q2 2021.
238 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.