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Robertson Stephens Wealth Management’s United Microelectronic UMC Stock Holding History

Robertson Stephens 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
Q3 		– Sell
-18,000
Closed -$170K – 344
2021
Q2 		$170K Buy
+18,000
New +$169K 0.02% 322

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Robertson Stephens Wealth Management's UMC Position: Q3 2021 in Review

Robertson Stephens Wealth Management sold out of United Microelectronic (UMC) in Q3 2021, closing a stake of 18,000 shares — an estimated $170K sold.

Robertson Stephens Wealth Management first reported a position in UMC in Q2 2021 and held it in 1 quarter. The position peaked at $170K in Q2 2021. 228 funds tracked by Wall St. Rank hold UMC as of Q3 2021.

  • Robertson Stephens Wealth Management reported no remaining United Microelectronic position as of Q3 2021 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 18,000 United Microelectronic shares in Q3 2021, an estimated $170K.
  • Robertson Stephens Wealth Management first reported a position in United Microelectronic in Q2 2021 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's United Microelectronic position peaked at $170K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.