LMR Partners’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $43.6M | Buy | 
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| 
        
          
      
        2025
         Q1  | $312K | Hold | 
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| 
        
          
      
        2024
         Q4  | $357K | Sell | 
         | 
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| 
        
          
      
        2024
         Q3  | $18.3M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $20.9M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $23.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $30.1M | Buy | 
         | 
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| 
        
          
      
        2023
         Q2  | $30.5M | Sell | 
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| 
        
          
      
        2023
         Q1  | $26.7M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $21.1M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $3.38M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $2.42M | Buy | 
         |