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Simplicity Solutions’s United Microelectronic UMC Stock Holding History

Simplicity 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
2023
Q4 		$124K Buy
14,642
+62
+0.4% +$472 ﹤0.01% 1002
2023
Q3 		$103K Sell
14,580
-3,213
-18% -$23.3K ﹤0.01% 940
2023
Q2 		$140K Sell
17,793
-1,881
-10% -$15.5K ﹤0.01% 988
2023
Q1 		$172K Buy
+19,674
New +$159K ﹤0.01% 1032

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Solutions's UMC Position: Q4 2023 in Review

Simplicity Solutions increased its United Microelectronic (UMC) stake by 0.43% in Q4 2023, buying an estimated $472 and bringing the position to 14,642 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Simplicity Solutions first reported a position in UMC in Q1 2023 and has held it in 4 quarters since. The position peaked at $172K in Q1 2023. 249 funds tracked by Wall St. Rank hold UMC as of Q4 2023.

  • Simplicity Solutions held 14,642 shares of United Microelectronic worth $124K as of Q4 2023.
  • Simplicity Solutions bought 62 United Microelectronic shares in Q4 2023, an estimated $472.
  • United Microelectronic made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1002 holding.
  • Simplicity Solutions first reported a position in United Microelectronic in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's United Microelectronic position peaked at $172K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.