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LGT Financial Advisors’s Ultra Clean Holdings UCTT Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-182
Closed -$6.54K – 699
2024
Q4 		$6.54K Hold
182
– – 0.01% 509
2024
Q3 		$7.27K Hold
182
– – 0.02% 465
2024
Q2 		$8.92K Hold
182
– – 0.02% 499
2024
Q1 		$8.36K Hold
182
– – 0.01% 525
2023
Q4 		$6.21K Hold
182
– – 0.01% 580
2023
Q3 		$5.4K Buy
+182
New +$6.13K 0.01% 599

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LGT Financial Advisors's UCTT Position: Q1 2025 in Review

LGT Financial Advisors sold out of Ultra Clean Holdings (UCTT) in Q1 2025, closing a stake of 182 shares — an estimated $6.54K sold.

LGT Financial Advisors first reported a position in UCTT in Q3 2023 and held it in 6 quarters. The position peaked at $8.92K in Q2 2024. 228 funds tracked by Wall St. Rank hold UCTT as of Q1 2025.

  • LGT Financial Advisors reported no remaining Ultra Clean Holdings position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 182 Ultra Clean Holdings shares in Q1 2025, an estimated $6.54K.
  • LGT Financial Advisors first reported a position in Ultra Clean Holdings in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Ultra Clean Holdings position peaked at $8.92K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.