Neumeier Poma Investment Counsel’s Axcelis ACLS Stock Holding History

Neumeier Poma Investment Counsel’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-104,515	Closed	-$11M	–	44
2024 Q3	$11M	Sell	104,515 -67,890	-39%	-$7.94M	1.04%	39
2024 Q2	$24.5M	Buy	172,405 +60,735	+54%	+$7M	2.24%	21
2024 Q1	$12.5M	Buy	111,670 +64,980	+139%	+$7.74M	1.14%	33
2023 Q4	$6.06M	Sell	46,690 -24,895	-35%	-$3.43M	0.54%	37
2023 Q3	$11.7M	Sell	71,585 -70,650	-50%	-$12.4M	1.14%	38
2023 Q2	$26.1M	Sell	142,235 -116,090	-45%	-$16.7M	2.39%	22
2023 Q1	$34.4M	Sell	258,325 -5,835	-2%	-$686K	3.21%	10
2022 Q4	$21M	Buy	+264,160	New	+$18.6M	1.95%	24

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Neumeier Poma Investment Counsel's ACLS Position: Q4 2024 in Review

Neumeier Poma Investment Counsel sold out of Axcelis (ACLS) in Q4 2024, closing a stake of 104,515 shares — an estimated $11M sold.

Neumeier Poma Investment Counsel first reported a position in ACLS in Q4 2022 and held it in 8 quarters. The position peaked at $34.4M in Q1 2023. 322 funds tracked by Wall St. Rank hold ACLS as of Q4 2024.

Neumeier Poma Investment Counsel reported no remaining Axcelis position as of Q4 2024 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 104,515 Axcelis shares in Q4 2024, an estimated $11M.
Neumeier Poma Investment Counsel first reported a position in Axcelis in Q4 2022 and held it in 8 quarters.
Neumeier Poma Investment Counsel's Axcelis position peaked at $34.4M in Q1 2023.
322 funds tracked by Wall St. Rank held Axcelis as of Q4 2024.

Based on Neumeier Poma Investment Counsel's 13F filing for Q4 2024, filed 12 Feb 2025.