SWA
UCTT

Sutton Wealth Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,283
Closed -$42.5K – 1522
2022
Q4 		$42.5K Hold
1,283
– – 0.02% 436
2022
Q3 		$33K Sell
1,283
-69
-5% -$2.11K 0.01% 494
2022
Q2 		$40.2K Buy
1,352
+88
+7% +$2.85K 0.02% 439
2022
Q1 		$53.6K Sell
1,264
-11
-0.9% -$526 0.02% 382
2021
Q4 		$73.1K Buy
1,275
+11
+0.9% +$572 0.02% 317
2021
Q3 		$53.8K Hold
1,264
– – 0.02% 380
2021
Q2 		$67.9K Hold
1,264
– – 0.02% 328
2021
Q1 		$73.4K Hold
1,264
– – 0.03% 294
2020
Q4 		$39.4K Hold
1,264
– – 0.02% 424
2020
Q3 		$27.1K Hold
1,264
– – 0.01% 460
2020
Q2 		$28.6K Hold
1,264
– – 0.02% 436
2020
Q1 		$17.4K Hold
1,264
– – 0.01% 511
2019
Q4 		$29.7K Hold
1,264
– – 0.02% 456
2019
Q3 		$18.5K Hold
1,264
– – 0.01% 607
2019
Q2 		$17.6K Hold
1,264
– – 0.01% 622
2019
Q1 		$13.1K Buy
+1,264
New +$13.6K 0.01% 714
2018
Q4 		– Sell
-1,055
Closed -$13.2K – 1187
2018
Q3 		$13.2K Buy
1,055
+207
+24% +$3.01K 0.01% 726
2018
Q2 		$14.1K Buy
848
+402
+90% +$7.05K 0.01% 734
2018
Q1 		$8.59K Buy
+446
New +$9.41K 0.01% 852

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Sutton Wealth Advisors's UCTT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Ultra Clean Holdings (UCTT) in Q1 2023, closing a stake of 1,283 shares — an estimated $42.5K sold.

Sutton Wealth Advisors first reported a position in UCTT in Q1 2018 and held it in 19 quarters. The position peaked at $73.4K in Q1 2021. 204 funds tracked by Wall St. Rank hold UCTT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Ultra Clean Holdings position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,283 Ultra Clean Holdings shares in Q1 2023, an estimated $42.5K.
  • Sutton Wealth Advisors first reported a position in Ultra Clean Holdings in Q1 2018 and held it in 19 quarters.
  • Sutton Wealth Advisors's Ultra Clean Holdings position peaked at $73.4K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.