Cabot Wealth Management’s United Microelectronic UMC Stock Holding History

Cabot Wealth Management’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
2022 Q4	–	Sell	-57,751	Closed	-$322K	–	154
2022 Q3	$322K	Hold	57,751	–	–	0.05%	129
2022 Q2	$391K	Hold	57,751	–	–	0.06%	124
2022 Q1	$527K	Hold	57,751	–	–	0.07%	118
2021 Q4	$676K	Hold	57,751	–	–	0.09%	111
2021 Q3	$660K	Hold	57,751	–	–	0.09%	110
2021 Q2	$546K	Hold	57,751	–	–	0.07%	114
2021 Q1	$526K	Buy	+57,751	New	+$534K	0.07%	108

Other funds holding UMC

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cabot Wealth Management's UMC Position: Q4 2022 in Review

Cabot Wealth Management sold out of United Microelectronic (UMC) in Q4 2022, closing a stake of 57,751 shares — an estimated $322K sold.

Cabot Wealth Management first reported a position in UMC in Q1 2021 and held it in 7 quarters. The position peaked at $676K in Q4 2021. 222 funds tracked by Wall St. Rank hold UMC as of Q4 2022.

Cabot Wealth Management reported no remaining United Microelectronic position as of Q4 2022 after selling out during the quarter.
Cabot Wealth Management sold 57,751 United Microelectronic shares in Q4 2022, an estimated $322K.
Cabot Wealth Management first reported a position in United Microelectronic in Q1 2021 and held it in 7 quarters.
Cabot Wealth Management's United Microelectronic position peaked at $676K in Q4 2021.
222 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2022.

Based on Cabot Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.