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Capital Wealth Planning’s United Microelectronic UMC Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-64,096
Closed -$506K – 157
2023
Q2 		$506K Sell
64,096
-2,003
-3% -$16.5K 0.01% 97
2023
Q1 		$579K Buy
66,099
+48,072
+267% +$389K 0.01% 73
2022
Q4 		$118K Buy
+18,027
New +$119K ﹤0.01% 103

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Wealth Planning's UMC Position: Q3 2023 in Review

Capital Wealth Planning sold out of United Microelectronic (UMC) in Q3 2023, closing a stake of 64,096 shares — an estimated $506K sold.

Capital Wealth Planning first reported a position in UMC in Q4 2022 and held it in 3 quarters. The position peaked at $579K in Q1 2023. 216 funds tracked by Wall St. Rank hold UMC as of Q3 2023.

  • Capital Wealth Planning reported no remaining United Microelectronic position as of Q3 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 64,096 United Microelectronic shares in Q3 2023, an estimated $506K.
  • Capital Wealth Planning first reported a position in United Microelectronic in Q4 2022 and held it in 3 quarters.
  • Capital Wealth Planning's United Microelectronic position peaked at $579K in Q1 2023.
  • 216 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.