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Schechter Investment Advisors’s United Microelectronic UMC Stock Holding History

Schechter Investment 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
2025
Q1 		$112K Sell
15,635
-5,386
-26% -$34.3K 0.01% 576
2024
Q4 		$136K Sell
21,021
-13,730
-40% -$98.3K 0.01% 588
2024
Q3 		$293K Buy
34,751
+4,538
+15% +$38K 0.02% 500
2024
Q2 		$265K Buy
30,213
+3,475
+13% +$28.7K 0.02% 499
2024
Q1 		$216K Buy
26,738
+237
+0.9% +$1.89K 0.02% 568
2023
Q4 		$224K Buy
26,501
+1,452
+6% +$11.1K 0.02% 536
2023
Q3 		$177K Sell
25,049
-12,848
-34% -$93.1K 0.02% 554
2023
Q2 		$299K Buy
37,897
+490
+1% +$4.04K 0.03% 488
2023
Q1 		$328K Buy
37,407
+3,880
+12% +$31.4K 0.03% 507
2022
Q4 		$219K Buy
33,527
+17,061
+104% +$113K 0.02% 723
2022
Q3 		$92K Buy
16,466
+414
+3% +$2.73K 0.01% 902
2022
Q2 		$109K Buy
16,052
+3,558
+28% +$29.2K 0.01% 905
2022
Q1 		$114K Buy
+12,494
New +$124K 0.01% 890

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schechter Investment Advisors's UMC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its United Microelectronic (UMC) stake by 26% in Q1 2025, selling an estimated $34.3K and leaving 15,635 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #576.

Schechter Investment Advisors first reported a position in UMC in Q1 2022 and has held it in 13 quarters since. The position peaked at $328K in Q1 2023. 233 funds tracked by Wall St. Rank hold UMC as of Q1 2025.

  • Schechter Investment Advisors held 15,635 shares of United Microelectronic worth $112K as of Q1 2025.
  • Schechter Investment Advisors sold 5,386 United Microelectronic shares in Q1 2025, an estimated $34.3K.
  • United Microelectronic made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #576 holding.
  • Schechter Investment Advisors first reported a position in United Microelectronic in Q1 2022 and has held it in 13 quarters since.
  • Schechter Investment Advisors's United Microelectronic position peaked at $328K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.