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Toth Financial Advisory’s United Microelectronic UMC Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-31,000
Closed -$272K – 893
2023
Q1 		$272K Buy
+31,000
New +$251K 0.04% 173

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toth Financial Advisory's UMC Position: Q2 2023 in Review

Toth Financial Advisory sold out of United Microelectronic (UMC) in Q2 2023, closing a stake of 31,000 shares — an estimated $272K sold.

Toth Financial Advisory first reported a position in UMC in Q1 2023 and held it in 1 quarter. The position peaked at $272K in Q1 2023. 219 funds tracked by Wall St. Rank hold UMC as of Q2 2023.

  • Toth Financial Advisory reported no remaining United Microelectronic position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 31,000 United Microelectronic shares in Q2 2023, an estimated $272K.
  • Toth Financial Advisory first reported a position in United Microelectronic in Q1 2023 and held it in 1 quarter.
  • Toth Financial Advisory's United Microelectronic position peaked at $272K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.