Mezzasalma Advisors’s United Microelectronic UMC Stock Holding History

Mezzasalma Advisors’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	-70,960	Closed	-$574K	–	103
2024 Q1	$574K	Sell	70,960 -147,904	-68%	-$1.18M	0.27%	54
2023 Q4	$1.85M	Hold	218,864	–	–	1.01%	24
2023 Q3	$1.55M	Buy	218,864 +186	+0.1%	+$1.35K	0.95%	25
2023 Q2	$1.73M	Hold	218,678	–	–	1.05%	23
2023 Q1	$1.92M	Hold	218,678	–	–	1.35%	20
2022 Q4	$1.43M	Sell	218,678 -310	-0.1%	-$2.05K	1.25%	22
2022 Q3	$1.22M	Sell	218,988 -1,152	-0.5%	-$7.6K	0.97%	21
2022 Q2	$1.49M	Sell	220,140 -1,060	-0.5%	-$8.7K	1.26%	16
2022 Q1	$2.02M	Sell	221,200 -690	-0.3%	-$6.84K	1.26%	17
2021 Q4	$2.6M	Hold	221,890	–	–	1.39%	19
2021 Q3	$2.54M	Buy	221,890 +60	+0%	+$644	1.43%	20
2021 Q2	$2.1M	Hold	221,830	–	–	1.16%	23
2021 Q1	$2.02M	Buy	+221,830	New	+$2.05M	1.3%	23

Other funds holding UMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mezzasalma Advisors's UMC Position: Q2 2024 in Review

Mezzasalma Advisors sold out of United Microelectronic (UMC) in Q2 2024, closing a stake of 70,960 shares — an estimated $574K sold.

Mezzasalma Advisors first reported a position in UMC in Q1 2021 and held it in 13 quarters. The position peaked at $2.6M in Q4 2021. 236 funds tracked by Wall St. Rank hold UMC as of Q2 2024.

Mezzasalma Advisors reported no remaining United Microelectronic position as of Q2 2024 after selling out during the quarter.
Mezzasalma Advisors sold 70,960 United Microelectronic shares in Q2 2024, an estimated $574K.
Mezzasalma Advisors first reported a position in United Microelectronic in Q1 2021 and held it in 13 quarters.
Mezzasalma Advisors's United Microelectronic position peaked at $2.6M in Q4 2021.
236 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.