Ellis Investment Partners’s TSMC TSM Stock Holding History

Ellis Investment Partners’s Portfolio TSM Stock Details TSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-390	Closed	-$26K	–	705
2022 Q3	$26K	Sell	390 -40	-9%	-$3.31K	0.01%	459
2022 Q2	$35K	Buy	430 +1	+0.2%	+$92	0.01%	442
2022 Q1	$44K	Hold	429	–	–	0.01%	430
2021 Q4	$51K	Buy	429 +117	+38%	+$13.7K	0.01%	419
2021 Q3	$34K	Hold	312	–	–	0.01%	445
2021 Q2	$37K	Hold	312	–	–	0.01%	439
2021 Q1	$37K	Sell	312 -40	-11%	-$4.96K	0.01%	426
2020 Q4	$38K	Buy	352 +32	+10%	+$3.04K	0.01%	415
2020 Q3	$25K	Buy	320 +11	+4%	+$836	0.01%	447
2020 Q2	$17K	Hold	309	–	–	0.01%	474
2020 Q1	$14K	Buy	+309	New	+$16.9K	0.01%	443

Other funds holding TSM

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital International Investors

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