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Alera Investment Advisors’s United Microelectronic UMC Stock Holding History

Alera Investment Advisors’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$128K Sell
15,253
-1,237
-8% -$10.3K 0.02% 284
2024
Q2 		$144K Buy
16,490
+546
+3% +$4.5K 0.02% 268
2024
Q1 		$129K Sell
15,944
-73
-0.5% -$581 0.02% 164
2023
Q4 		$136K Buy
16,017
+261
+2% +$1.99K 0.02% 160
2023
Q3 		$111K Buy
15,756
+101
+0.6% +$732 0.02% 152
2023
Q2 		$124K Sell
15,655
-38
-0.2% -$313 0.03% 165
2023
Q1 		$137K Sell
15,693
-331
-2% -$2.68K 0.03% 162
2022
Q4 		$105K Buy
16,024
+1,374
+9% +$9.1K 0.02% 169
2022
Q3 		$82K Buy
14,650
+1,628
+13% +$10.7K 0.02% 166
2022
Q2 		$88K Sell
13,022
-866
-6% -$7.1K 0.02% 177
2022
Q1 		$127K Buy
+13,888
New +$138K 0.03% 179
2019
Q4 		– Sell
-10,701
Closed -$22K – 77
2019
Q3 		$22K Hold
10,701
– – 0.01% 76
2019
Q2 		$24K Hold
10,701
– – 0.01% 72
2019
Q1 		$20K Buy
10,701
+4,142
+63% +$7.63K 0.01% 301
2018
Q4 		$12K Buy
+6,559
New +$12.6K 0.01% 393

Other funds holding UMC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Alera Investment Advisors's UMC Position: Q3 2024 in Review

Alera Investment Advisors reduced its United Microelectronic (UMC) stake by 7.5% in Q3 2024, selling an estimated $10.3K and leaving 15,253 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #284.

Alera Investment Advisors first reported a position in UMC in Q4 2018 and has held it in 15 quarters since. The position peaked at $144K in Q2 2024. 268 funds tracked by Wall St. Rank hold UMC as of Q3 2024.

  • Alera Investment Advisors held 15,253 shares of United Microelectronic worth $128K as of Q3 2024.
  • Alera Investment Advisors sold 1,237 United Microelectronic shares in Q3 2024, an estimated $10.3K.
  • United Microelectronic made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #284 holding.
  • Alera Investment Advisors first reported a position in United Microelectronic in Q4 2018 and has held it in 15 quarters since.
  • Alera Investment Advisors's United Microelectronic position peaked at $144K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.