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Simplicity Wealth’s United Microelectronic UMC Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-14,325
Closed -$125K – 1164
2024
Q2 		$125K Sell
14,325
-59
-0.4% -$487 ﹤0.01% 1161
2024
Q1 		$116K Buy
+14,384
New +$114K ﹤0.01% 1106

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Simplicity Wealth's UMC Position: Q3 2024 in Review

Simplicity Wealth sold out of United Microelectronic (UMC) in Q3 2024, closing a stake of 14,325 shares — an estimated $125K sold.

Simplicity Wealth first reported a position in UMC in Q1 2024 and held it in 2 quarters. The position peaked at $125K in Q2 2024. 267 funds tracked by Wall St. Rank hold UMC as of Q3 2024.

  • Simplicity Wealth reported no remaining United Microelectronic position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 14,325 United Microelectronic shares in Q3 2024, an estimated $125K.
  • Simplicity Wealth first reported a position in United Microelectronic in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's United Microelectronic position peaked at $125K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.