Leuthold Group’s TSMC TSM Stock Holding History

Leuthold Group’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
2019 Q1	–	Sell	-83,116	Closed	-$3.07M	–	205
2018 Q4	$3.07M	Sell	83,116 -9,967	-11%	-$379K	0.44%	88
2018 Q3	$4.11M	Sell	93,083 -2,186	-2%	-$90.5K	0.45%	86
2018 Q2	$3.48M	Sell	95,269 -3,054	-3%	-$121K	0.38%	98
2018 Q1	$4.3M	Sell	98,323 -16,608	-14%	-$724K	0.49%	74
2017 Q4	$4.56M	Sell	114,931 -2,328	-2%	-$94.3K	0.46%	88
2017 Q3	$4.4M	Sell	117,259 -555	-0.5%	-$20.3K	0.44%	87
2017 Q2	$4.12M	Buy	117,814 +104,503	+785%	+$3.61M	0.44%	91
2017 Q1	$437K	Hold	13,311	–	–	0.05%	195
2016 Q4	$383K	Hold	13,311	–	–	0.04%	201
2016 Q3	$407K	Buy	13,311 +4,754	+56%	+$136K	0.04%	194
2016 Q2	$224K	Hold	8,557	–	–	0.02%	200
2016 Q1	$224K	Buy	+8,557	New	+$200K	0.02%	192
2015 Q3	–	Sell	-8,866	Closed	-$201K	–	219
2015 Q2	$201K	Sell	8,866 -146,782	-94%	-$3.5M	0.02%	204
2015 Q1	$3.65M	Buy	155,648 +560	+0.4%	+$13.2K	0.34%	105
2014 Q4	$3.47M	Sell	155,088 -32,493	-17%	-$708K	0.34%	102
2014 Q3	$3.79M	Sell	187,581 -6,648	-3%	-$139K	0.34%	105
2014 Q2	$4.16M	Buy	+194,229	New	+$4M	0.35%	100

Other funds holding TSM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return