Winslow Evans & Crocker’s VanEck Semiconductor ETF SMH Stock Holding History

Winslow Evans & Crocker’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$482K	Buy	4,418 +778	+21%	+$77.1K	0.09%	206
2020 Q3	$317K	Hold	3,640	–	–	0.08%	224
2020 Q2	$278K	Sell	3,640 -180	-5%	-$12.4K	0.07%	236
2020 Q1	$224K	Hold	3,820	–	–	0.07%	226
2019 Q4	$272K	Sell	3,820 -40	-1%	-$2.62K	0.07%	245
2019 Q3	$230K	Buy	3,860 +1,508	+64%	+$87.2K	0.06%	268
2019 Q2	$130K	Buy	2,352 +60	+3%	+$3.27K	0.04%	351
2019 Q1	$122K	Sell	2,292 -740	-24%	-$36.7K	0.03%	351
2018 Q4	$134K	Hold	3,032	–	–	0.05%	309
2018 Q3	$162K	Sell	3,032 -400	-12%	-$21.2K	0.05%	290
2018 Q2	$178K	Sell	3,432 -68	-2%	-$3.55K	0.06%	277
2018 Q1	$182K	Buy	3,500 +200	+6%	+$10.5K	0.06%	268
2017 Q4	$161K	Buy	3,300 +2,400	+267%	+$120K	0.05%	293
2017 Q3	$42K	Buy	+900	New	+$39.3K	0.01%	517

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Winslow Evans & Crocker's SMH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its VanEck Semiconductor ETF (SMH) stake by 21% in Q4 2020, buying an estimated $77.1K and bringing the position to 4,418 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #206.

Winslow Evans & Crocker first reported a position in SMH in Q3 2017 and has held it in 14 quarters since. 298 funds tracked by Wall St. Rank hold SMH as of Q4 2020.

Winslow Evans & Crocker held 4,418 shares of VanEck Semiconductor ETF worth $482K as of Q4 2020.
Winslow Evans & Crocker bought 778 VanEck Semiconductor ETF shares in Q4 2020, an estimated $77.1K.
VanEck Semiconductor ETF made up 0.09% of Winslow Evans & Crocker's portfolio in Q4 2020, its #206 holding.
Winslow Evans & Crocker first reported a position in VanEck Semiconductor ETF in Q3 2017 and has held it in 14 quarters since.
298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.