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Thomas J. Herzfeld Advisors’s United Microelectronic UMC Stock Holding History

Thomas J. Herzfeld 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
2022
Q4 		– Sell
-248
Closed -$1K – 333
2022
Q3 		$1K Hold
248
– – ﹤0.01% 306
2022
Q2 		$2K Hold
248
– – ﹤0.01% 304
2022
Q1 		$2K Sell
248
-49
-16% -$486 ﹤0.01% 316
2021
Q4 		$3K Buy
297
+89
+43% +$990 ﹤0.01% 333
2021
Q3 		$2K Buy
+208
New +$2.23K ﹤0.01% 339

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thomas J. Herzfeld Advisors's UMC Position: Q4 2022 in Review

Thomas J. Herzfeld Advisors sold out of United Microelectronic (UMC) in Q4 2022, closing a stake of 248 shares — an estimated $1K sold.

Thomas J. Herzfeld Advisors first reported a position in UMC in Q3 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 222 funds tracked by Wall St. Rank hold UMC as of Q4 2022.

  • Thomas J. Herzfeld Advisors reported no remaining United Microelectronic position as of Q4 2022 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 248 United Microelectronic shares in Q4 2022, an estimated $1K.
  • Thomas J. Herzfeld Advisors first reported a position in United Microelectronic in Q3 2021 and held it in 5 quarters.
  • Thomas J. Herzfeld Advisors's United Microelectronic position peaked at $3K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2022.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.