Walthausen & Co’s Axcelis ACLS Stock Holding History

Walthausen & Co’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.41M	Sell	23,270 -13,904	-37%	-$898K	1.18%	34
2022 Q2	$2.04M	Buy	37,174 +3,130	+9%	+$181K	0.91%	29
2022 Q1	$2.57M	Sell	34,044 -970	-3%	-$66.3K	0.73%	62
2021 Q4	$2.61M	Sell	35,014 -17,600	-33%	-$1.04M	0.69%	72
2021 Q3	$2.47M	Sell	52,614 -11,466	-18%	-$499K	0.63%	88
2021 Q2	$2.59M	Sell	64,080 -4,050	-6%	-$168K	0.57%	94
2021 Q1	$2.8M	Sell	68,130 -1,670	-2%	-$62.3K	0.59%	83
2020 Q4	$2.03M	Buy	+69,800	New	+$1.81M	0.55%	90

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Walthausen & Co's ACLS Position: Q3 2022 in Review

Walthausen & Co reduced its Axcelis (ACLS) stake by 37% in Q3 2022, selling an estimated $898K and leaving 23,270 shares worth $1.41M. The position accounts for 1.18% of the portfolio, ranked #34.

Walthausen & Co first reported a position in ACLS in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.8M in Q1 2021. 287 funds tracked by Wall St. Rank hold ACLS as of Q3 2022.

Walthausen & Co held 23,270 shares of Axcelis worth $1.41M as of Q3 2022.
Walthausen & Co sold 13,904 Axcelis shares in Q3 2022, an estimated $898K.
Axcelis made up 1.18% of Walthausen & Co's portfolio in Q3 2022, its #34 holding.
Walthausen & Co first reported a position in Axcelis in Q4 2020 and has held it in 8 quarters since.
Walthausen & Co's Axcelis position peaked at $2.8M in Q1 2021.
287 funds tracked by Wall St. Rank held Axcelis as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.