Rikoon Group’s TSMC TSM Stock Holding History

Rikoon Group’s Portfolio TSM Stock Details TSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.65M	Sell	13,855 -150	-1%	-$18.6K	0.44%	47
2020 Q4	$1.53M	Sell	14,005 -445	-3%	-$42.2K	0.43%	50
2020 Q3	$1.17M	Sell	14,450 -460	-3%	-$35K	0.36%	66
2020 Q2	$853K	Buy	14,910 +710	+5%	+$37.4K	0.28%	80
2020 Q1	$684K	Buy	14,200 +172	+1%	+$9.41K	0.28%	86
2019 Q4	$815K	Sell	14,028 -800	-5%	-$42.4K	0.28%	96
2019 Q3	$694K	Hold	14,828	–	–	0.26%	98
2019 Q2	$600K	Sell	14,828 -1,862	-11%	-$76.6K	0.22%	101
2019 Q1	$684K	Sell	16,690 -2,300	-12%	-$87.7K	0.25%	95
2018 Q4	$701K	Sell	18,990 -16,031	-46%	-$610K	0.29%	92
2018 Q3	$1.55M	Sell	35,021 -1,205	-3%	-$49.9K	0.55%	46
2018 Q2	$1.37M	Hold	36,226	–	–	0.52%	49
2018 Q1	$1.54M	Buy	36,226 +713	+2%	+$31.1K	0.62%	41
2017 Q4	$1.41M	Sell	35,513 -1,500	-4%	-$60.8K	0.58%	46
2017 Q3	$1.39M	Buy	+37,013	New	+$1.35M	0.6%	46

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rikoon Group's TSM Position: Q1 2021 in Review

Rikoon Group reduced its TSMC (TSM) stake by 1.1% in Q1 2021, selling an estimated $18.6K and leaving 13,855 shares worth $1.65M. The position accounts for 0.44% of the portfolio, ranked #47.

Rikoon Group first reported a position in TSM in Q3 2017 and has held it in 15 quarters since. 1,352 funds tracked by Wall St. Rank hold TSM as of Q1 2021.

Rikoon Group held 13,855 shares of TSMC worth $1.65M as of Q1 2021.
Rikoon Group sold 150 TSMC shares in Q1 2021, an estimated $18.6K.
TSMC made up 0.44% of Rikoon Group's portfolio in Q1 2021, its #47 holding.
Rikoon Group first reported a position in TSMC in Q3 2017 and has held it in 15 quarters since.
1,352 funds tracked by Wall St. Rank held TSMC as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.