Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Semtech SMTC Stock Holding History

Fuller & Thaler Asset Management’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$64.1M Buy
2025
Q1 		$44M Buy
2024
Q4 		$63.4M Buy
2024
Q3 		$43.2M Buy
2023
Q4 		– Sell
2023
Q3 		$14.2M Buy
2023
Q2 		$12.9M Buy
2022
Q4 		– Sell
2022
Q3 		$20.9M Buy
2022
Q2 		$38.4M Buy