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Money Concepts Capital’s Ultra Clean Holdings UCTT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-300
Closed -$9.95K – 2727
2022
Q4 		$9.95K Buy
+300
New +$9.57K ﹤0.01% 2012
2022
Q1 		– Sell
-4,482
Closed -$257K – 2777
2021
Q4 		$257K Buy
+4,482
New +$233K 0.02% 440

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Money Concepts Capital's UCTT Position: Q1 2023 in Review

Money Concepts Capital sold out of Ultra Clean Holdings (UCTT) in Q1 2023, closing a stake of 300 shares — an estimated $9.95K sold.

Money Concepts Capital first reported a position in UCTT in Q4 2021 and held it in 2 quarters. The position peaked at $257K in Q4 2021. 204 funds tracked by Wall St. Rank hold UCTT as of Q1 2023.

  • Money Concepts Capital reported no remaining Ultra Clean Holdings position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 Ultra Clean Holdings shares in Q1 2023, an estimated $9.95K.
  • Money Concepts Capital first reported a position in Ultra Clean Holdings in Q4 2021 and held it in 2 quarters.
  • Money Concepts Capital's Ultra Clean Holdings position peaked at $257K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.