Next Financial Group’s United Microelectronic UMC Stock Holding History

Next Financial Group’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 Q4	$12K	Hold	1,037	–	–	﹤0.01%	2126
2021 Q3	$12K	Sell	1,037 -806	-44%	-$8.65K	﹤0.01%	1991
2021 Q2	$17K	Buy	1,843 +1,000	+119%	+$9.37K	﹤0.01%	1820
2021 Q1	$8K	Hold	843	–	–	﹤0.01%	1969
2020 Q4	$7K	Buy	+843	New	+$5.5K	﹤0.01%	1904
2020 Q1	–	Sell	-19,765	Closed	-$53K	–	2413
2019 Q4	$53K	Buy	+19,765	New	+$47.7K	0.01%	1170
2019 Q2	–	Sell	-52,643	Closed	-$99K	–	2393
2019 Q1	$99K	Buy	+52,643	New	+$97K	0.03%	539
2016 Q2	–	Sell	-500	Closed	-$1K	–	1852
2016 Q1	$1K	Hold	500	–	–	﹤0.01%	1673
2015 Q4	$0	Hold	500	–	–	﹤0.01%	1951
2015 Q3	$0	Hold	500	–	–	﹤0.01%	1964
2015 Q2	$1K	Hold	500	–	–	﹤0.01%	1795
2015 Q1	$1K	Hold	500	–	–	﹤0.01%	1801
2014 Q4	$1K	Hold	500	–	–	﹤0.01%	1837
2014 Q3	$1K	Buy	+500	New	+$1.12K	﹤0.01%	2455

Other funds holding UMC

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Next Financial Group's UMC Position: Q4 2021 in Review

Next Financial Group held its United Microelectronic (UMC) position steady in Q4 2021 at 1,037 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Next Financial Group first reported a position in UMC in Q3 2014 and has held it in 14 quarters since. The position peaked at $99K in Q1 2019. 263 funds tracked by Wall St. Rank hold UMC as of Q4 2021.

Next Financial Group held 1,037 shares of United Microelectronic worth $12K as of Q4 2021.
Next Financial Group left its United Microelectronic share count unchanged in Q4 2021.
United Microelectronic made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2126 holding.
Next Financial Group first reported a position in United Microelectronic in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's United Microelectronic position peaked at $99K in Q1 2019.
263 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.