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Liberty Wealth Management’s United Microelectronic UMC Stock Holding History

Liberty 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
2021
Q2 		– Sell
-902
Closed -$8K – 1185
2021
Q1 		$8K Hold
902
– – ﹤0.01% 643
2020
Q4 		$8K Sell
902
-30
-3% -$196 ﹤0.01% 637
2020
Q3 		$4K Buy
932
+17
+2% +$63 ﹤0.01% 673
2020
Q2 		$2K Buy
915
+144
+19% +$362 ﹤0.01% 755
2020
Q1 		$2K Buy
771
+145
+23% +$366 ﹤0.01% 751
2019
Q4 		$2K Hold
626
– – ﹤0.01% 787
2019
Q3 		$1K Buy
626
+16
+3% +$34 ﹤0.01% 832
2019
Q2 		$1K Sell
610
-1,076
-64% -$2.2K ﹤0.01% 867
2019
Q1 		$3K Hold
1,686
– – ﹤0.01% 607
2018
Q4 		$3K Buy
+1,686
New +$3.24K ﹤0.01% 650

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's UMC Position: Q2 2021 in Review

Liberty Wealth Management sold out of United Microelectronic (UMC) in Q2 2021, closing a stake of 902 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in UMC in Q4 2018 and held it in 10 quarters. The position peaked at $8K in Q1 2021. 203 funds tracked by Wall St. Rank hold UMC as of Q2 2021.

  • Liberty Wealth Management reported no remaining United Microelectronic position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 902 United Microelectronic shares in Q2 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in United Microelectronic in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's United Microelectronic position peaked at $8K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.