Sarah Ketterer’s United Microelectronic UMC Stock Holding History

Sarah Ketterer’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	-58,748	Closed	-$475K	–	99
2024 Q1	$475K	Sell	58,748 -162,030	-73%	-$1.29M	0.01%	81
2023 Q4	$1.87M	Hold	220,778	–	–	0.05%	84
2023 Q3	$1.56M	Hold	220,778	–	–	0.04%	83
2023 Q2	$1.74M	Buy	220,778 +105,549	+92%	+$870K	0.05%	79
2023 Q1	$1.01M	Sell	115,229 -25,916	-18%	-$210K	0.02%	75
2022 Q4	$922K	Sell	141,145 -30,954	-18%	-$205K	0.03%	78
2022 Q3	$959K	Hold	172,099	–	–	0.03%	78
2022 Q2	$1.17M	Hold	172,099	–	–	0.03%	74
2022 Q1	$1.57M	Hold	172,099	–	–	0.04%	70
2021 Q4	$2.01M	Buy	+172,099	New	+$1.91M	0.04%	74
2015 Q3	–	Sell	-286,149	Closed	-$587K	–	89
2015 Q2	$587K	Buy	286,149 +165,900	+138%	+$373K	0.01%	78
2015 Q1	$293K	Hold	120,249	–	–	0.01%	78
2014 Q4	$273K	Hold	120,249	–	–	0.01%	76
2014 Q3	$239K	Hold	120,249	–	–	0.01%	72
2014 Q2	$290K	Hold	120,249	–	–	0.01%	70
2014 Q1	$250K	Sell	120,249 -81,900	-41%	-$167K	0.01%	72
2013 Q4	$263K	Sell	202,149 -566,000	-74%	-$1.15M	0.01%	68
2013 Q3	$508K	Sell	768,149 -3,677,100	-83%	-$7.69M	0.04%	64
2013 Q2	$2.31M	Buy	+4,445,249	New	+$9.03M	0.24%	48

Other funds holding UMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sarah Ketterer's UMC Position: Q2 2024 in Review

Sarah Ketterer sold out of United Microelectronic (UMC) in Q2 2024, closing a stake of 58,748 shares — an estimated $475K sold.

Sarah Ketterer first reported a position in UMC in Q2 2013 and held it in 19 quarters. The position peaked at $2.31M in Q2 2013. 237 funds tracked by Wall St. Rank hold UMC as of Q2 2024.

Sarah Ketterer reported no remaining United Microelectronic position as of Q2 2024 after selling out during the quarter.
Sarah Ketterer sold 58,748 United Microelectronic shares in Q2 2024, an estimated $475K.
Sarah Ketterer first reported a position in United Microelectronic in Q2 2013 and held it in 19 quarters.
Sarah Ketterer's United Microelectronic position peaked at $2.31M in Q2 2013.
237 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2024.

Based on Causeway Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.