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GWS
Glassman Wealth Services’s
United Microelectronic
UMC
Stock Holding History
Glassman Wealth Services’s Portfolio
UMC Stock Details
UMC Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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