Compass Financial Management
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Compass Financial Management’s United Microelectronic UMC Stock Holding History

Compass Financial 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
2026
Q3 		– Sell
-73
Closed -$1.99K – 1792
2026
Q2 		$1.99K Buy
+73
New +$1.25K ﹤0.01% 1318

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Acadian Asset Management
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Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
State Street
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Compass Financial Management's UMC Position: Q3 2026 in Review

Compass Financial Management sold out of United Microelectronic (UMC) in Q3 2026, closing a stake of 73 shares — an estimated $1.99K sold.

Compass Financial Management first reported a position in UMC in Q2 2026 and held it in 1 quarter. The position peaked at $1.99K in Q2 2026. 300 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • Compass Financial Management reported no remaining United Microelectronic position as of Q3 2026 after selling out during the quarter.
  • Compass Financial Management sold 73 United Microelectronic shares in Q3 2026, an estimated $1.99K.
  • Compass Financial Management first reported a position in United Microelectronic in Q2 2026 and held it in 1 quarter.
  • Compass Financial Management's United Microelectronic position peaked at $1.99K in Q2 2026.
  • 300 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.