NewEdge Wealth’s Ultra Clean Holdings UCTT Stock Holding History

NewEdge Wealth’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
2021 Q2	–	Sell	-4,210	Closed	-$244K	–	316
2021 Q1	$244K	Buy	+4,210	New	+$194K	0.02%	271

Other funds holding UCTT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's UCTT Position: Q2 2021 in Review

NewEdge Wealth sold out of Ultra Clean Holdings (UCTT) in Q2 2021, closing a stake of 4,210 shares — an estimated $244K sold.

NewEdge Wealth first reported a position in UCTT in Q1 2021 and held it in 1 quarter. The position peaked at $244K in Q1 2021. 263 funds tracked by Wall St. Rank hold UCTT as of Q2 2021.

NewEdge Wealth reported no remaining Ultra Clean Holdings position as of Q2 2021 after selling out during the quarter.
NewEdge Wealth sold 4,210 Ultra Clean Holdings shares in Q2 2021, an estimated $244K.
NewEdge Wealth first reported a position in Ultra Clean Holdings in Q1 2021 and held it in 1 quarter.
NewEdge Wealth's Ultra Clean Holdings position peaked at $244K in Q1 2021.
263 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2021.

Based on NewEdge Wealth's 13F filing for Q2 2021, filed 11 Aug 2021.