Friess Associates’s ACM Research ACMR Stock Holding History

Friess Associates’s Portfolio ACMR Stock Details ACMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3M	Sell	178,368 -149,982	-46%	-$2.31M	5.01%	2
2022 Q1	$6.79M	Buy	328,350 +124,266	+61%	+$3.13M	3.63%	2
2021 Q4	$5.8M	Sell	204,084 -8,823	-4%	-$279K	2.27%	8
2021 Q3	$7.81M	Buy	212,907 +41,607	+24%	+$1.27M	3.28%	1
2021 Q2	$5.84M	Buy	+171,300	New	+$4.71M	2.2%	14
2021 Q1	–	Sell	-187,257	Closed	-$5.07M	–	94
2020 Q4	$5.07M	Buy	187,257 +18,414	+11%	+$471K	0.37%	58
2020 Q3	$3.89M	Buy	168,843 +18,843	+13%	+$535K	0.34%	58
2020 Q2	$3.12M	Buy	+150,000	New	+$2.46M	0.29%	68

Other funds holding ACMR

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICP

Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Friess Associates's ACMR Position: Q2 2022 in Review

Friess Associates reduced its ACM Research (ACMR) stake by 46% in Q2 2022, selling an estimated $2.31M and leaving 178,368 shares worth $3M. The position accounts for 5.01% of the portfolio, ranked #2.

Friess Associates first reported a position in ACMR in Q2 2020 and has held it in 8 quarters since. The position peaked at $7.81M in Q3 2021. 98 funds tracked by Wall St. Rank hold ACMR as of Q2 2022.

Friess Associates held 178,368 shares of ACM Research worth $3M as of Q2 2022.
Friess Associates sold 149,982 ACM Research shares in Q2 2022, an estimated $2.31M.
ACM Research made up 5.01% of Friess Associates's portfolio in Q2 2022, its #2 holding.
Friess Associates first reported a position in ACM Research in Q2 2020 and has held it in 8 quarters since.
Friess Associates's ACM Research position peaked at $7.81M in Q3 2021.
98 funds tracked by Wall St. Rank held ACM Research as of Q2 2022.

Based on Friess Associates's 13F filing for Q2 2022, filed 15 Aug 2022.