CWM
UCTT

Congress Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

Congress Wealth Management’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
2023
Q4 		– Sell
-115,751
Closed -$3.43M – 668
2023
Q3 		$3.43M Buy
115,751
+7,472
+7% +$252K 0.07% 253
2023
Q2 		$4.16M Buy
108,279
+4,718
+5% +$152K 0.1% 210
2023
Q1 		$3.43M Buy
103,561
+22,034
+27% +$729K 0.08% 223
2022
Q4 		$2.7M Sell
81,527
-14,967
-16% -$477K 0.07% 235
2022
Q3 		$2.48M Buy
96,494
+2,527
+3% +$77.3K 0.07% 253
2022
Q2 		$2.8M Buy
93,967
+1,826
+2% +$59.2K 0.07% 247
2022
Q1 		$3.91M Buy
+92,141
New +$4.41M 0.09% 237

Other funds holding UCTT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return