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Planned Solutions’s United Microelectronic UMC Stock Holding History

Planned Solutions’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
Q4 		– Sell
-16,250
Closed -$137K – 593
2024
Q3 		$137K Hold
16,250
– – 0.05% 158
2024
Q2 		$142K Hold
16,250
– – 0.07% 102
2024
Q1 		$131K Hold
16,250
– – 0.06% 101
2023
Q4 		$137K Hold
16,250
– – 0.06% 133
2023
Q3 		$115K Buy
16,250
+850
+6% +$6.16K 0.07% 79
2023
Q2 		$122K Hold
15,400
– – 0.07% 79
2023
Q1 		$135K Hold
15,400
– – 0.09% 76
2022
Q4 		$101K Hold
15,400
– – 0.07% 74
2022
Q3 		$86K Buy
+15,400
New +$102K 0.07% 64

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planned Solutions's UMC Position: Q4 2024 in Review

Planned Solutions sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 16,250 shares — an estimated $137K sold.

Planned Solutions first reported a position in UMC in Q3 2022 and held it in 9 quarters. The position peaked at $142K in Q2 2024. 252 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • Planned Solutions reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 16,250 United Microelectronic shares in Q4 2024, an estimated $137K.
  • Planned Solutions first reported a position in United Microelectronic in Q3 2022 and held it in 9 quarters.
  • Planned Solutions's United Microelectronic position peaked at $142K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.