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SVB Wealth’s United Microelectronic UMC Stock Holding History

SVB 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
2025
Q1 		– Sell
-32,723
Closed -$212K – 1782
2024
Q4 		$212K Buy
+32,723
New +$234K ﹤0.01% 665
2024
Q3 		– Sell
-42,088
Closed -$369K – 574
2024
Q2 		$369K Buy
42,088
+185
+0.4% +$1.53K 0.01% 500
2024
Q1 		$339K Sell
41,903
-16,250
-28% -$129K 0.01% 592
2023
Q4 		$492K Sell
58,153
-4,895
-8% -$37.3K 0.01% 480
2023
Q3 		$445K Buy
63,048
+5,530
+10% +$40.1K 0.01% 485
2023
Q2 		$454K Sell
57,518
-558
-1% -$4.6K 0.01% 519
2023
Q1 		$509K Buy
58,076
+5,889
+11% +$47.7K 0.01% 529
2022
Q4 		$341K Buy
52,187
+10,803
+26% +$71.5K ﹤0.01% 691
2022
Q3 		$230K Sell
41,384
-3,537
-8% -$23.3K ﹤0.01% 793
2022
Q2 		$303K Buy
44,921
+319
+0.7% +$2.62K ﹤0.01% 562
2022
Q1 		$407K Sell
44,602
-4,318
-9% -$42.8K 0.01% 495
2021
Q4 		$572K Sell
48,920
-62,588
-56% -$696K 0.01% 417
2021
Q3 		$1.27M Buy
111,508
+6,454
+6% +$69.3K 0.02% 339
2021
Q2 		$993K Sell
105,054
-7,409
-7% -$69.4K 0.01% 386
2021
Q1 		$1.02M Buy
112,463
+6,535
+6% +$60.4K 0.01% 347
2020
Q4 		$893K Buy
105,928
+43,457
+70% +$283K 0.01% 349
2020
Q3 		$299K Buy
62,471
+29,253
+88% +$109K ﹤0.01% 526
2020
Q2 		$88K Sell
33,218
-9,852
-23% -$24.8K ﹤0.01% 584
2020
Q1 		$93K Buy
+43,070
New +$109K ﹤0.01% 500

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SVB Wealth's UMC Position: Q1 2025 in Review

SVB Wealth sold out of United Microelectronic (UMC) in Q1 2025, closing a stake of 32,723 shares — an estimated $212K sold.

SVB Wealth first reported a position in UMC in Q1 2020 and held it in 19 quarters. The position peaked at $1.27M in Q3 2021. 234 funds tracked by Wall St. Rank hold UMC as of Q1 2025.

  • SVB Wealth reported no remaining United Microelectronic position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 32,723 United Microelectronic shares in Q1 2025, an estimated $212K.
  • SVB Wealth first reported a position in United Microelectronic in Q1 2020 and held it in 19 quarters.
  • SVB Wealth's United Microelectronic position peaked at $1.27M in Q3 2021.
  • 234 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.