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Unified Trust Company’s TSMC TSM Stock Holding History

Unified Trust Company’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
Q3 		$4.82M Buy
43,130
+325
+0.8% +$38.2K 1.42% 26
2021
Q2 		$5.14M Buy
42,805
+3,124
+8% +$366K 1.52% 18
2021
Q1 		$4.69M Buy
39,681
+11,214
+39% +$1.39M 1.53% 20
2020
Q4 		$3.74M Buy
+28,467
New +$2.7M 2.17% 22

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unified Trust Company's TSM Position: Q3 2021 in Review

Unified Trust Company increased its TSMC (TSM) stake by 0.76% in Q3 2021, buying an estimated $38.2K and bringing the position to 43,130 shares worth $4.82M. The position accounts for 1.42% of the portfolio, ranked #26.

Unified Trust Company first reported a position in TSM in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.14M in Q2 2021. 1,375 funds tracked by Wall St. Rank hold TSM as of Q3 2021.

  • Unified Trust Company held 43,130 shares of TSMC worth $4.82M as of Q3 2021.
  • Unified Trust Company bought 325 TSMC shares in Q3 2021, an estimated $38.2K.
  • TSMC made up 1.42% of Unified Trust Company's portfolio in Q3 2021, its #26 holding.
  • Unified Trust Company first reported a position in TSMC in Q4 2020 and has held it in 4 quarters since.
  • Unified Trust Company's TSMC position peaked at $5.14M in Q2 2021.
  • 1,375 funds tracked by Wall St. Rank held TSMC as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.