First Manhattan
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First Manhattan’s VanEck Semiconductor ETF SMH Stock Holding History

First Manhattan’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-433
Closed -$97.4K – 1214
2024
Q1 		$97.4K Hold
433
– – ﹤0.01% 773
2023
Q4 		$75.7K Buy
+433
New +$75.7K ﹤0.01% 793
2020
Q4 		– Sell
-400
Closed -$34K – 1413
2020
Q3 		$34K Buy
+400
New +$34K ﹤0.01% 936