Lee, Danner & Bass’s United Microelectronic UMC Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-300	Closed	-$1.95K	–	673
2024 Q4	$1.95K	Buy	+300	New	+$2.15K	﹤0.01%	678

Other funds holding UMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lee, Danner & Bass's UMC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of United Microelectronic (UMC) in Q1 2025, closing a stake of 300 shares — an estimated $1.95K sold.

Lee, Danner & Bass first reported a position in UMC in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 234 funds tracked by Wall St. Rank hold UMC as of Q1 2025.

Lee, Danner & Bass reported no remaining United Microelectronic position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 300 United Microelectronic shares in Q1 2025, an estimated $1.95K.
Lee, Danner & Bass first reported a position in United Microelectronic in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's United Microelectronic position peaked at $1.95K in Q4 2024.
234 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.