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Janiczek Wealth Management’s United Microelectronic UMC Stock Holding History

Janiczek Wealth Management’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
Q2 		$465K Sell
53,093
-4,400
-8% -$36.3K 0.1% 88
2024
Q1 		$465K Sell
57,493
-140
-0.2% -$1.11K 0.1% 89
2023
Q4 		$488K Buy
57,633
+3,460
+6% +$26.4K 0.12% 77
2023
Q3 		$382K Buy
54,173
+5,093
+10% +$36.9K 0.1% 80
2023
Q2 		$391K Buy
49,080
+1,601
+3% +$13.2K 0.11% 66
2023
Q1 		$397K Buy
47,479
+579
+1% +$4.69K 0.11% 65
2022
Q4 		$355K Buy
46,900
+11,990
+34% +$79.4K 0.1% 73
2022
Q3 		$197K Buy
34,910
+20,567
+143% +$136K 0.06% 105
2022
Q2 		$98K Sell
14,343
-4,339
-23% -$35.6K 0.03% 206
2022
Q1 		$171K Buy
18,682
+4,021
+27% +$39.8K 0.05% 134
2021
Q4 		$172K Buy
14,661
+1,138
+8% +$12.7K 0.05% 122
2021
Q3 		$155K Buy
13,523
+2,925
+28% +$31.4K 0.05% 123
2021
Q2 		$100K Buy
10,598
+997
+10% +$9.34K 0.04% 155
2021
Q1 		$87K Buy
9,601
+1,320
+16% +$12.2K 0.03% 155
2020
Q4 		$70K Buy
8,281
+6,298
+318% +$41.1K 0.03% 148
2020
Q3 		$9K Buy
+1,983
New +$7.36K ﹤0.01% 258

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Janiczek Wealth Management's UMC Position: Q2 2024 in Review

Janiczek Wealth Management reduced its United Microelectronic (UMC) stake by 7.7% in Q2 2024, selling an estimated $36.3K and leaving 53,093 shares worth $465K. The position accounts for 0.1% of the portfolio, ranked #88.

Janiczek Wealth Management first reported a position in UMC in Q3 2020 and has held it in 16 quarters since. The position peaked at $488K in Q4 2023. 236 funds tracked by Wall St. Rank hold UMC as of Q2 2024.

  • Janiczek Wealth Management held 53,093 shares of United Microelectronic worth $465K as of Q2 2024.
  • Janiczek Wealth Management sold 4,400 United Microelectronic shares in Q2 2024, an estimated $36.3K.
  • United Microelectronic made up 0.1% of Janiczek Wealth Management's portfolio in Q2 2024, its #88 holding.
  • Janiczek Wealth Management first reported a position in United Microelectronic in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's United Microelectronic position peaked at $488K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.