U.S. Global Investors (USGI)’s TSMC TSM Stock Holding History

U.S. Global Investors (USGI)’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
2023 Q2	–	Sell	-2,583	Closed	-$240K	–	147
2023 Q1	$240K	Buy	2,583 +1,773	+219%	+$159K	0.02%	92
2022 Q4	$60.3K	Buy	+810	New	+$58.6K	﹤0.01%	116
2021 Q2	–	Sell	-1,800	Closed	-$213K	–	159
2021 Q1	$213K	Hold	1,800	–	–	0.01%	111
2020 Q4	$196K	Buy	+1,800	New	+$171K	0.01%	131
2017 Q3	–	Sell	-5,700	Closed	-$199K	–	180
2017 Q2	$199K	Hold	5,700	–	–	0.07%	128
2017 Q1	$187K	Buy	+5,700	New	+$178K	0.09%	116
2016 Q1	–	Sell	-7,000	Closed	-$159K	–	257
2015 Q4	$159K	Hold	7,000	–	–	0.08%	179
2015 Q3	$145K	Sell	7,000 -4,900	-41%	-$103K	0.08%	183
2015 Q2	$270K	Buy	11,900 +3,700	+45%	+$88.3K	0.1%	164
2015 Q1	$193K	Buy	+8,200	New	+$193K	0.05%	254
2014 Q3	–	Sell	-12,000	Closed	-$257K	–	313
2014 Q2	$257K	Buy	12,000 +6,000	+100%	+$124K	0.05%	180
2014 Q1	$120K	Buy	+6,000	New	+$107K	0.02%	270

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

U.S. Global Investors (USGI)'s TSM Position: Q2 2023 in Review

U.S. Global Investors (USGI) sold out of TSMC (TSM) in Q2 2023, closing a stake of 2,583 shares — an estimated $240K sold.

U.S. Global Investors (USGI) first reported a position in TSM in Q1 2014 and held it in 12 quarters. The position peaked at $270K in Q2 2015. 1,566 funds tracked by Wall St. Rank hold TSM as of Q2 2023.

U.S. Global Investors (USGI) reported no remaining TSMC position as of Q2 2023 after selling out during the quarter.
U.S. Global Investors (USGI) sold 2,583 TSMC shares in Q2 2023, an estimated $240K.
U.S. Global Investors (USGI) first reported a position in TSMC in Q1 2014 and held it in 12 quarters.
U.S. Global Investors (USGI)'s TSMC position peaked at $270K in Q2 2015.
1,566 funds tracked by Wall St. Rank held TSMC as of Q2 2023.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2023, filed 24 Jul 2023.