Berman Capital Advisors’s United Microelectronic UMC Stock Holding History

Berman Capital 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
2021 Q3	$50K	Sell	4,377 -63	-1%	-$676	0.01%	671
2021 Q2	$41K	Buy	4,440 +391	+10%	+$3.66K	0.01%	658
2021 Q1	$36K	Sell	4,049 -83	-2%	-$768	0.01%	601
2020 Q4	$34K	Hold	4,132	–	–	0.01%	513
2020 Q3	$19K	Sell	4,132 -1,101	-21%	-$4.09K	0.01%	610
2020 Q2	$13K	Sell	5,233 -2,648	-34%	-$6.66K	﹤0.01%	677
2020 Q1	$17K	Sell	7,881 -1	-0%	-$3	0.01%	541
2019 Q4	$21K	Buy	7,882 +1	+0%	+$2	0.01%	527
2019 Q3	$16K	Buy	7,881 +1,659	+27%	+$3.54K	0.01%	575
2019 Q2	$13K	Buy	6,222 +2,029	+48%	+$4.15K	﹤0.01%	652
2019 Q1	$7K	Buy	4,193 +1,712	+69%	+$3.15K	﹤0.01%	791
2018 Q4	$4K	Buy	+2,481	New	+$4.77K	﹤0.01%	762

Other funds holding UMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Berman Capital Advisors's UMC Position: Q3 2021 in Review

Berman Capital Advisors reduced its United Microelectronic (UMC) stake by 1.4% in Q3 2021, selling an estimated $676 and leaving 4,377 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #671.

Berman Capital Advisors first reported a position in UMC in Q4 2018 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold UMC as of Q3 2021.

Berman Capital Advisors held 4,377 shares of United Microelectronic worth $50K as of Q3 2021.
Berman Capital Advisors sold 63 United Microelectronic shares in Q3 2021, an estimated $676.
United Microelectronic made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #671 holding.
Berman Capital Advisors first reported a position in United Microelectronic in Q4 2018 and has held it in 12 quarters since.
229 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.