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James Investment Research’s United Microelectronic UMC Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-5
Closed – – 519
2023
Q1 		$0 Hold
5
– – ﹤0.01% 642
2022
Q4 		$0 Hold
5
– – ﹤0.01% 611
2022
Q3 		$0 Buy
+5
New +$33 ﹤0.01% 548
2015
Q4 		– Sell
-8,000
Closed -$13K – 499
2015
Q3 		$13K Hold
8,000
– – ﹤0.01% 444
2015
Q2 		$16K Hold
8,000
– – ﹤0.01% 456
2015
Q1 		$20K Buy
+8,000
New +$19.5K ﹤0.01% 448

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

James Investment Research's UMC Position: Q2 2023 in Review

James Investment Research sold out of United Microelectronic (UMC) in Q2 2023, closing a stake of 5 shares.

James Investment Research first reported a position in UMC in Q1 2015 and held it in 6 quarters. The position peaked at $20K in Q1 2015. 219 funds tracked by Wall St. Rank hold UMC as of Q2 2023.

  • James Investment Research reported no remaining United Microelectronic position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 5 United Microelectronic shares in Q2 2023.
  • James Investment Research first reported a position in United Microelectronic in Q1 2015 and held it in 6 quarters.
  • James Investment Research's United Microelectronic position peaked at $20K in Q1 2015.
  • 219 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.