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John Armitage’s TSMC TSM Stock Holding History

John Armitage’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
-3,460,517
Closed -$237M – 26
2022
Q3 		$237M Sell
3,460,517
-1,305,785
-27% -$108M 1.84% 21
2022
Q2 		$390M Buy
+4,766,302
New +$441M 2.63% 15
2020
Q4 		– Sell
-421,953
Closed -$34.2M – 41
2020
Q3 		$34.2M Buy
+421,953
New +$32.1M 0.21% 35

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

John Armitage's TSM Position: Q4 2022 in Review

John Armitage sold out of TSMC (TSM) in Q4 2022, closing a stake of 3,460,517 shares — an estimated $237M sold.

John Armitage first reported a position in TSM in Q3 2020 and held it in 3 quarters. The position peaked at $390M in Q2 2022. 1,397 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

  • John Armitage reported no remaining TSMC position as of Q4 2022 after selling out during the quarter.
  • John Armitage sold 3,460,517 TSMC shares in Q4 2022, an estimated $237M.
  • John Armitage first reported a position in TSMC in Q3 2020 and held it in 3 quarters.
  • John Armitage's TSMC position peaked at $390M in Q2 2022.
  • 1,397 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on Egerton Capital (UK)'s 13F filing for Q4 2022, filed 7 Feb 2023.