LAM
UMC icon

Lifestyle Asset Management’s United Microelectronic UMC Stock Holding History

Lifestyle Asset 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 		– Sell
-132,787
Closed -$1.07M – 112
2024
Q1 		$1.07M Buy
132,787
+2,752
+2% +$21.9K 0.63% 41
2023
Q4 		$1.1M Sell
130,035
-2,235
-2% -$17K 0.61% 35
2023
Q3 		$934K Buy
132,270
+5,865
+5% +$42.5K 0.57% 41
2023
Q2 		$997K Sell
126,405
-223
-0.2% -$1.84K 0.6% 35
2023
Q1 		$1.11M Buy
+126,628
New +$1.03M 0.74% 26

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

Lifestyle Asset Management's UMC Position: Q2 2024 in Review

Lifestyle Asset Management sold out of United Microelectronic (UMC) in Q2 2024, closing a stake of 132,787 shares — an estimated $1.07M sold.

Lifestyle Asset Management first reported a position in UMC in Q1 2023 and held it in 5 quarters. The position peaked at $1.11M in Q1 2023. 236 funds tracked by Wall St. Rank hold UMC as of Q2 2024.

  • Lifestyle Asset Management reported no remaining United Microelectronic position as of Q2 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 132,787 United Microelectronic shares in Q2 2024, an estimated $1.07M.
  • Lifestyle Asset Management first reported a position in United Microelectronic in Q1 2023 and held it in 5 quarters.
  • Lifestyle Asset Management's United Microelectronic position peaked at $1.11M in Q1 2023.
  • 236 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2024.

Based on Lifestyle Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.