RWB
UCTT icon

RMR Wealth Builders’s Ultra Clean Holdings UCTT Stock Holding History

RMR Wealth Builders’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
-2,400
Closed -$139K – 670
2021
Q1 		$139K Hold
2,400
– – 0.04% 234
2020
Q4 		$75K Buy
+2,400
New +$67K 0.04% 226
2020
Q3 		– Sell
-2,400
Closed -$54K – 450
2020
Q2 		$54K Buy
+2,400
New +$45.6K 0.05% 217
2019
Q4 		$33K Buy
+1,400
New +$28.3K 0.03% 266

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's UCTT Position: Q2 2021 in Review

RMR Wealth Builders sold out of Ultra Clean Holdings (UCTT) in Q2 2021, closing a stake of 2,400 shares — an estimated $139K sold.

RMR Wealth Builders first reported a position in UCTT in Q4 2019 and held it in 4 quarters. The position peaked at $139K in Q1 2021. 263 funds tracked by Wall St. Rank hold UCTT as of Q2 2021.

  • RMR Wealth Builders reported no remaining Ultra Clean Holdings position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,400 Ultra Clean Holdings shares in Q2 2021, an estimated $139K.
  • RMR Wealth Builders first reported a position in Ultra Clean Holdings in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Ultra Clean Holdings position peaked at $139K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.