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Sowell Financial Services’s United Microelectronic UMC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-362
Closed -$3K – 2594
2021
Q1 		$3K Buy
362
+262
+262% +$2.42K ﹤0.01% 2765
2020
Q4 		$1K Buy
+100
New +$652 ﹤0.01% 2630

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PPA
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
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Acadian Asset Management
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Arrowstreet Capital
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's UMC Position: Q2 2021 in Review

Sowell Financial Services sold out of United Microelectronic (UMC) in Q2 2021, closing a stake of 362 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in UMC in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 203 funds tracked by Wall St. Rank hold UMC as of Q2 2021.

  • Sowell Financial Services reported no remaining United Microelectronic position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 362 United Microelectronic shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in United Microelectronic in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's United Microelectronic position peaked at $3K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.