NA
UCTT

NewEdge Advisors’s Ultra Clean Holdings UCTT Stock Holding History

NewEdge 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
2024
Q3 		– Sell
-38
Closed -$1.86K – 3942
2024
Q2 		$1.86K Buy
+38
New +$1.71K ﹤0.01% 3352
2023
Q3 		– Sell
-1,148
Closed -$44.2K – 3657
2023
Q2 		$44.2K Sell
1,148
-190
-14% -$6.11K ﹤0.01% 2123
2023
Q1 		$44.4K Sell
1,338
-682
-34% -$22.6K ﹤0.01% 2049
2022
Q4 		$895 Buy
+2,020
New +$64.4K ﹤0.01% 3061

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
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 $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's UCTT Position: Q3 2024 in Review

NewEdge Advisors sold out of Ultra Clean Holdings (UCTT) in Q3 2024, closing a stake of 38 shares — an estimated $1.86K sold.

NewEdge Advisors first reported a position in UCTT in Q4 2022 and held it in 4 quarters. The position peaked at $44.4K in Q1 2023. 250 funds tracked by Wall St. Rank hold UCTT as of Q3 2024.

  • NewEdge Advisors reported no remaining Ultra Clean Holdings position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 38 Ultra Clean Holdings shares in Q3 2024, an estimated $1.86K.
  • NewEdge Advisors first reported a position in Ultra Clean Holdings in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's Ultra Clean Holdings position peaked at $44.4K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.