CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s United Microelectronic UMC Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-3,306
Closed -$22K – 3944
2022
Q2 		$22K Sell
3,306
-49
-1% -$402 ﹤0.01% 3326
2022
Q1 		$31K Sell
3,355
-1,274
-28% -$12.6K ﹤0.01% 3127
2021
Q4 		$54K Buy
4,629
+1,830
+65% +$20.4K ﹤0.01% 2609
2021
Q3 		$32K Buy
2,799
+1,274
+84% +$13.7K ﹤0.01% 2866
2021
Q2 		$14K Hold
1,525
– – ﹤0.01% 3354
2021
Q1 		$14K Buy
+1,525
New +$14.1K ﹤0.01% 3243

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CAPTRUST Financial Advisors's UMC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of United Microelectronic (UMC) in Q3 2022, closing a stake of 3,306 shares — an estimated $22K sold.

CAPTRUST Financial Advisors first reported a position in UMC in Q1 2021 and held it in 6 quarters. The position peaked at $54K in Q4 2021. 225 funds tracked by Wall St. Rank hold UMC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining United Microelectronic position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,306 United Microelectronic shares in Q3 2022, an estimated $22K.
  • CAPTRUST Financial Advisors first reported a position in United Microelectronic in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's United Microelectronic position peaked at $54K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.