IWM
UCTT

IHT Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

IHT Wealth Management’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
2021
Q1 		– Sell
-8,975
Closed -$280K – 876
2020
Q4 		$280K Buy
+8,975
New +$250K 0.02% 583
2018
Q2 		– Sell
-254
Closed -$5K – 1305
2018
Q1 		$5K Hold
254
– – ﹤0.01% 1353
2017
Q4 		$6K Buy
+254
New +$6.51K ﹤0.01% 1307

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
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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IHT Wealth Management's UCTT Position: Q1 2021 in Review

IHT Wealth Management sold out of Ultra Clean Holdings (UCTT) in Q1 2021, closing a stake of 8,975 shares — an estimated $280K sold.

IHT Wealth Management first reported a position in UCTT in Q4 2017 and held it in 3 quarters. The position peaked at $280K in Q4 2020. 239 funds tracked by Wall St. Rank hold UCTT as of Q1 2021.

  • IHT Wealth Management reported no remaining Ultra Clean Holdings position as of Q1 2021 after selling out during the quarter.
  • IHT Wealth Management sold 8,975 Ultra Clean Holdings shares in Q1 2021, an estimated $280K.
  • IHT Wealth Management first reported a position in Ultra Clean Holdings in Q4 2017 and held it in 3 quarters.
  • IHT Wealth Management's Ultra Clean Holdings position peaked at $280K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.