CFA
UMC icon

Carroll Financial Associates’s United Microelectronic UMC Stock Holding History

Carroll Financial Associates’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
Q4 		$22K Buy
1,900
+1,831
+2,654% +$20.4K ﹤0.01% 957
2021
Q3 		$0 Sell
69
-150
-68% -$1.61K ﹤0.01% 1951
2021
Q2 		$2K Buy
+219
New +$2.05K ﹤0.01% 1589
2020
Q3 		– Sell
-53,974
Closed -$142K – 1682
2020
Q2 		$142K Buy
+53,974
New +$136K 0.01% 393

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Carroll Financial Associates's UMC Position: Q4 2021 in Review

Carroll Financial Associates increased its United Microelectronic (UMC) stake by 2,654% in Q4 2021, buying an estimated $20.4K and bringing the position to 1,900 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Carroll Financial Associates first reported a position in UMC in Q2 2020 and has held it in 4 quarters since. The position peaked at $142K in Q2 2020. 264 funds tracked by Wall St. Rank hold UMC as of Q4 2021.

  • Carroll Financial Associates held 1,900 shares of United Microelectronic worth $22K as of Q4 2021.
  • Carroll Financial Associates bought 1,831 United Microelectronic shares in Q4 2021, an estimated $20.4K.
  • United Microelectronic made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #957 holding.
  • Carroll Financial Associates first reported a position in United Microelectronic in Q2 2020 and has held it in 4 quarters since.
  • Carroll Financial Associates's United Microelectronic position peaked at $142K in Q2 2020.
  • 264 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.