Valeo Financial Advisors’s United Microelectronic UMC Stock Holding History

Valeo Financial 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
2026 Q2	$329K	Buy	+12,093	New	+$207K	0.01%	592
2025 Q3	–	Sell	-10,683	Closed	-$81.7K	–	886
2025 Q2	$81.7K	Buy	+10,683	New	+$79.3K	﹤0.01%	745
2021 Q2	–	Sell	-5,448	Closed	-$50K	–	1755
2021 Q1	$50K	Hold	5,448	–	–	﹤0.01%	871
2020 Q4	$46K	Hold	5,448	–	–	﹤0.01%	810
2020 Q3	$26K	Buy	+5,448	New	+$20.2K	﹤0.01%	857

Other funds holding UMC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return