Ridgewood Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Ridgewood Investments’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$60.9K	–	656
2023 Q2	$60.9K	Hold	400	–	–	0.03%	302
2023 Q1	$52.6K	Buy	+400	New	+$48K	0.03%	330

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ridgewood Investments's SMH Position: Q3 2023 in Review

Ridgewood Investments sold out of VanEck Semiconductor ETF (SMH) in Q3 2023, closing a stake of 400 shares — an estimated $60.9K sold.

Ridgewood Investments first reported a position in SMH in Q1 2023 and held it in 2 quarters. The position peaked at $60.9K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMH as of Q3 2023.

Ridgewood Investments reported no remaining VanEck Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Ridgewood Investments sold 400 VanEck Semiconductor ETF shares in Q3 2023, an estimated $60.9K.
Ridgewood Investments first reported a position in VanEck Semiconductor ETF in Q1 2023 and held it in 2 quarters.
Ridgewood Investments's VanEck Semiconductor ETF position peaked at $60.9K in Q2 2023.
558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.