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Bellevue Group’s United Microelectronic UMC Stock Holding History

Bellevue Group’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
2023
Q4 		– Sell
-2,698
Closed -$18.9K – 174
2023
Q3 		$18.9K Hold
2,698
– – ﹤0.01% 152
2023
Q2 		$21.3K Hold
2,698
– – ﹤0.01% 155
2023
Q1 		$23.6K Hold
2,698
– – ﹤0.01% 158
2022
Q4 		$17.9K Hold
2,698
– – ﹤0.01% 169
2022
Q3 		$15K Buy
+2,698
New +$17.8K ﹤0.01% 176
2022
Q2 		– Sell
-2,698
Closed -$25K – 183
2022
Q1 		$25K Hold
2,698
– – ﹤0.01% 174
2021
Q4 		$32K Buy
+2,698
New +$30K ﹤0.01% 188

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellevue Group's UMC Position: Q4 2023 in Review

Bellevue Group sold out of United Microelectronic (UMC) in Q4 2023, closing a stake of 2,698 shares — an estimated $18.9K sold.

Bellevue Group first reported a position in UMC in Q4 2021 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 249 funds tracked by Wall St. Rank hold UMC as of Q4 2023.

  • Bellevue Group reported no remaining United Microelectronic position as of Q4 2023 after selling out during the quarter.
  • Bellevue Group sold 2,698 United Microelectronic shares in Q4 2023, an estimated $18.9K.
  • Bellevue Group first reported a position in United Microelectronic in Q4 2021 and held it in 7 quarters.
  • Bellevue Group's United Microelectronic position peaked at $32K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2023.

Based on Bellevue Group's 13F filing for Q4 2023, filed 14 Feb 2024.