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Gradient Investments’s United Microelectronic UMC Stock Holding History

Gradient Investments’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
Q3 		– Sell
-970
Closed -$8.5K – 1229
2024
Q2 		$8.5K Buy
+970
New +$8K ﹤0.01% 768
2024
Q1 		– Sell
-183
Closed -$1.55K – 1805
2023
Q4 		$1.55K Hold
183
– – ﹤0.01% 1305
2023
Q3 		$1.29K Hold
183
– – ﹤0.01% 1296
2023
Q2 		$1.44K Buy
+183
New +$1.51K ﹤0.01% 1254

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Gradient Investments's UMC Position: Q3 2024 in Review

Gradient Investments sold out of United Microelectronic (UMC) in Q3 2024, closing a stake of 970 shares — an estimated $8.5K sold.

Gradient Investments first reported a position in UMC in Q2 2023 and held it in 4 quarters. The position peaked at $8.5K in Q2 2024. 267 funds tracked by Wall St. Rank hold UMC as of Q3 2024.

  • Gradient Investments reported no remaining United Microelectronic position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 970 United Microelectronic shares in Q3 2024, an estimated $8.5K.
  • Gradient Investments first reported a position in United Microelectronic in Q2 2023 and held it in 4 quarters.
  • Gradient Investments's United Microelectronic position peaked at $8.5K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.