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BOK Financial Private Wealth’s United Microelectronic UMC Stock Holding History

BOK Financial Private Wealth’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
2025
Q2 		– Sell
-1,104
Closed -$7.89K – 501
2025
Q1 		$7.89K Hold
1,104
– – ﹤0.01% 399
2024
Q4 		$7.17K Hold
1,104
– – ﹤0.01% 388
2024
Q3 		$9.3K Buy
1,104
+44
+4% +$368 ﹤0.01% 397
2024
Q2 		$9.28K Hold
1,060
– – ﹤0.01% 376
2024
Q1 		$8.57K Hold
1,060
– – ﹤0.01% 374
2023
Q4 		$8.96K Buy
+1,060
New +$8.08K ﹤0.01% 371
2019
Q4 		– Sell
-20,558
Closed -$43K – 191
2019
Q3 		$43K Sell
20,558
-112
-0.5% -$239 0.01% 125
2019
Q2 		$46K Buy
20,670
+1,298
+7% +$2.65K 0.01% 122
2019
Q1 		$36K Sell
19,372
-15,729
-45% -$29K ﹤0.01% 119
2018
Q4 		$63K Buy
+35,101
New +$67.5K 0.01% 124

Other funds holding UMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return