Surevest’s Semtech SMTC Stock Holding History

Surevest’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	487
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	432
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	372
2021 Q4	$3K	Buy	+37	New	+$3.15K	﹤0.01%	377

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Surevest's SMTC Position: Q3 2022 in Review

Surevest held its Semtech (SMTC) position steady in Q3 2022 at 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Surevest first reported a position in SMTC in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 278 funds tracked by Wall St. Rank hold SMTC as of Q3 2022.

Surevest held 37 shares of Semtech worth $1K as of Q3 2022.
Surevest left its Semtech share count unchanged in Q3 2022.
Semtech made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #487 holding.
Surevest first reported a position in Semtech in Q4 2021 and has held it in 4 quarters since.
Surevest's Semtech position peaked at $3K in Q1 2022.
278 funds tracked by Wall St. Rank held Semtech as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.