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Cherrydale Wealth Management’s United Microelectronic UMC Stock Holding History

Cherrydale 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
2024
Q4 		– Sell
-12,396
Closed -$104K – 76
2024
Q3 		$104K Buy
+12,396
New +$104K 0.04% 67
2024
Q1 		– Sell
-10,955
Closed -$92.7K – 64
2023
Q4 		$92.7K Buy
+10,955
New +$83.5K 0.05% 48

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cherrydale Wealth Management's UMC Position: Q4 2024 in Review

Cherrydale Wealth Management sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 12,396 shares — an estimated $104K sold.

Cherrydale Wealth Management first reported a position in UMC in Q4 2023 and held it in 2 quarters. The position peaked at $104K in Q3 2024. 252 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • Cherrydale Wealth Management reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • Cherrydale Wealth Management sold 12,396 United Microelectronic shares in Q4 2024, an estimated $104K.
  • Cherrydale Wealth Management first reported a position in United Microelectronic in Q4 2023 and held it in 2 quarters.
  • Cherrydale Wealth Management's United Microelectronic position peaked at $104K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Cherrydale Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.