ECM
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Evergreen Capital Management’s United Microelectronic UMC Stock Holding History

Evergreen Capital 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
Q2 		$1.11M Buy
40,817
+3,600
+10% +$61.5K 0.02% 502
2026
Q1 		$334K Hold
37,217
– – 0.01% 1044
2025
Q4 		$293K Buy
37,217
+8,567
+30% +$65K 0.01% 1055
2025
Q3 		$217K Sell
28,650
-15,548
-35% -$110K 0.01% 1186
2025
Q2 		$362K Buy
+44,198
New +$328K 0.01% 717
2025
Q1 		– Sell
-10,574
Closed -$68.6K – 1181
2024
Q4 		$68.6K Sell
10,574
-3,437
-25% -$24.6K ﹤0.01% 1055
2024
Q3 		$118K Sell
14,011
-247
-2% -$2.07K ﹤0.01% 979
2024
Q2 		$125K Buy
14,258
+494
+4% +$4.07K ﹤0.01% 901
2024
Q1 		$111K Sell
13,764
-566
-4% -$4.5K ﹤0.01% 840
2023
Q4 		$121K Buy
14,330
+1,578
+12% +$12K 0.01% 809
2023
Q3 		$90K Buy
12,752
+850
+7% +$6.16K ﹤0.01% 760
2023
Q2 		$96.9K Buy
11,902
+173
+1% +$1.43K ﹤0.01% 776
2023
Q1 		$103K Hold
11,729
– – ﹤0.01% 689
2022
Q4 		$76.6K Sell
11,729
-100
-0.8% -$662 ﹤0.01% 657
2022
Q3 		$66K Buy
11,829
+1,471
+14% +$9.71K ﹤0.01% 601
2022
Q2 		$70K Sell
10,358
-10,457
-50% -$85.8K ﹤0.01% 551
2022
Q1 		$190K Sell
20,815
-268
-1% -$2.65K 0.01% 625
2021
Q4 		$247K Buy
21,083
+1,766
+9% +$19.6K 0.01% 525
2021
Q3 		$221K Buy
19,317
+21
+0.1% +$225 0.01% 520
2021
Q2 		$182K Buy
19,296
+7,852
+69% +$73.6K 0.01% 508
2021
Q1 		$104K Buy
11,444
+800
+8% +$7.4K 0.01% 496
2020
Q4 		$90K Buy
+10,644
New +$69.4K 0.01% 437
2019
Q4 		– Sell
-14,205
Closed -$30K – 490
2019
Q3 		$30K Sell
14,205
-12,011
-46% -$25.6K ﹤0.01% 417
2019
Q2 		$58K Buy
26,216
+2,656
+11% +$5.43K 0.01% 428
2019
Q1 		$44K Buy
23,560
+555
+2% +$1.02K ﹤0.01% 400
2018
Q4 		$41K Sell
23,005
-59,202
-72% -$114K ﹤0.01% 374
2018
Q3 		$212K Sell
82,207
-8,640
-10% -$23.6K 0.02% 353
2018
Q2 		$256K Buy
90,847
+5,845
+7% +$15.9K 0.02% 301
2018
Q1 		$220K Buy
+85,002
New +$211K 0.02% 321

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Evergreen Capital Management's UMC Position: Q2 2026 in Review

Evergreen Capital Management increased its United Microelectronic (UMC) stake by 9.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 40,817 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #502.

Evergreen Capital Management first reported a position in UMC in Q1 2018 and has held it in 29 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Evergreen Capital Management held 40,817 shares of United Microelectronic worth $1.11M as of Q2 2026.
  • Evergreen Capital Management bought 3,600 United Microelectronic shares in Q2 2026, an estimated $61.5K.
  • United Microelectronic made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #502 holding.
  • Evergreen Capital Management first reported a position in United Microelectronic in Q1 2018 and has held it in 29 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.