Baldwin Wealth Partners’s United Microelectronic UMC Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-6,208	Closed	-$52.3K	–	970
2024 Q3	$52.3K	Buy	+6,208	New	+$51.9K	﹤0.01%	545
2022 Q2	–	Sell	-1,000	Closed	-$9K	–	707
2022 Q1	$9K	Hold	1,000	–	–	﹤0.01%	555
2021 Q4	$12K	Hold	1,000	–	–	﹤0.01%	494
2021 Q3	$11K	Hold	1,000	–	–	﹤0.01%	514
2021 Q2	$9K	Hold	1,000	–	–	﹤0.01%	540
2021 Q1	$9K	Hold	1,000	–	–	﹤0.01%	523
2020 Q4	$8K	Buy	+1,000	New	+$6.52K	﹤0.01%	474

Other funds holding UMC

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baldwin Wealth Partners's UMC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 6,208 shares — an estimated $52.3K sold.

Baldwin Wealth Partners first reported a position in UMC in Q4 2020 and held it in 7 quarters. The position peaked at $52.3K in Q3 2024. 253 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

Baldwin Wealth Partners reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 6,208 United Microelectronic shares in Q4 2024, an estimated $52.3K.
Baldwin Wealth Partners first reported a position in United Microelectronic in Q4 2020 and held it in 7 quarters.
Baldwin Wealth Partners's United Microelectronic position peaked at $52.3K in Q3 2024.
253 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.