INVST’s United Microelectronic UMC Stock Holding History

INVST’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	-85,910	Closed	-$659K	–	278
2023 Q4	$659K	Sell	85,910 -7,329	-8%	-$55.9K	0.08%	131
2023 Q3	$658K	Sell	93,239 -9,270	-9%	-$67.2K	0.1%	127
2023 Q2	$809K	Sell	102,509 -5,986	-6%	-$49.3K	0.12%	100
2023 Q1	$858K	Buy	+108,495	New	+$879K	0.13%	89

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

INVST's UMC Position: Q1 2024 in Review

INVST sold out of United Microelectronic (UMC) in Q1 2024, closing a stake of 85,910 shares — an estimated $659K sold.

INVST first reported a position in UMC in Q1 2023 and held it in 4 quarters. The position peaked at $858K in Q1 2023. 242 funds tracked by Wall St. Rank hold UMC as of Q1 2024.

INVST reported no remaining United Microelectronic position as of Q1 2024 after selling out during the quarter.
INVST sold 85,910 United Microelectronic shares in Q1 2024, an estimated $659K.
INVST first reported a position in United Microelectronic in Q1 2023 and held it in 4 quarters.
INVST's United Microelectronic position peaked at $858K in Q1 2023.
242 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.