CFD
UCTT icon

Creative Financial Designs’s Ultra Clean Holdings UCTT Stock Holding History

Creative Financial Designs’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
2024
Q2 		– Sell
-20
Closed -$919 – 1721
2024
Q1 		$919 Hold
20
– – ﹤0.01% 1556
2023
Q4 		$683 Hold
20
– – ﹤0.01% 1522
2023
Q3 		$593 Hold
20
– – ﹤0.01% 1434
2023
Q2 		$769 Buy
+20
New +$644 ﹤0.01% 1391
2022
Q2 		– Sell
-100
Closed -$4K – 1339
2022
Q1 		$4K Hold
100
– – ﹤0.01% 1094
2021
Q4 		$6K Buy
+100
New +$5.2K ﹤0.01% 995

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Financial Designs's UCTT Position: Q2 2024 in Review

Creative Financial Designs sold out of Ultra Clean Holdings (UCTT) in Q2 2024, closing a stake of 20 shares — an estimated $919 sold.

Creative Financial Designs first reported a position in UCTT in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 217 funds tracked by Wall St. Rank hold UCTT as of Q2 2024.

  • Creative Financial Designs reported no remaining Ultra Clean Holdings position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 20 Ultra Clean Holdings shares in Q2 2024, an estimated $919.
  • Creative Financial Designs first reported a position in Ultra Clean Holdings in Q4 2021 and held it in 6 quarters.
  • Creative Financial Designs's Ultra Clean Holdings position peaked at $6K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.