GWS
UMC icon

Glassman Wealth Services’s United Microelectronic UMC Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-3,963
Closed -$33.5K – 1725
2023
Q4 		$33.5K Sell
3,963
-69
-2% -$526 ﹤0.01% 556
2023
Q3 		$28.5K Sell
4,032
-981
-20% -$7.11K ﹤0.01% 570
2023
Q2 		$39.6K Buy
5,013
+1,306
+35% +$10.8K 0.01% 457
2023
Q1 		$32.5K Sell
3,707
-127
-3% -$1.03K 0.01% 513
2022
Q4 		$25K Sell
3,834
-634
-14% -$4.2K ﹤0.01% 606
2022
Q3 		$25K Buy
4,468
+2,009
+82% +$13.3K 0.01% 563
2022
Q2 		$17K Sell
2,459
-824
-25% -$6.76K ﹤0.01% 682
2022
Q1 		$30K Buy
3,283
+932
+40% +$9.23K 0.01% 530
2021
Q4 		$28K Buy
2,351
+502
+27% +$5.58K 0.01% 529
2021
Q3 		$21K Buy
1,849
+106
+6% +$1.14K ﹤0.01% 575
2021
Q2 		$16K Sell
1,743
-512
-23% -$4.8K ﹤0.01% 638
2021
Q1 		$21K Hold
2,255
– – ﹤0.01% 518
2020
Q4 		$19K Hold
2,255
– – ﹤0.01% 549
2020
Q3 		$11K Buy
2,255
+835
+59% +$3.1K ﹤0.01% 597
2020
Q2 		$4K Buy
+1,420
New +$3.57K ﹤0.01% 699

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Glassman Wealth Services's UMC Position: Q1 2024 in Review

Glassman Wealth Services sold out of United Microelectronic (UMC) in Q1 2024, closing a stake of 3,963 shares — an estimated $33.5K sold.

Glassman Wealth Services first reported a position in UMC in Q2 2020 and held it in 15 quarters. The position peaked at $39.6K in Q2 2023. 243 funds tracked by Wall St. Rank hold UMC as of Q1 2024.

  • Glassman Wealth Services reported no remaining United Microelectronic position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 3,963 United Microelectronic shares in Q1 2024, an estimated $33.5K.
  • Glassman Wealth Services first reported a position in United Microelectronic in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's United Microelectronic position peaked at $39.6K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.