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Virtus Family Office’s United Microelectronic UMC Stock Holding History

Virtus Family Office’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
2024
Q4 		– Sell
-448,959
Closed -$3.78M – 48
2024
Q3 		$3.78M Buy
448,959
+1,031
+0.2% +$8.63K 4.99% 3
2024
Q2 		$3.92M Buy
447,928
+16,799
+4% +$139K 5.34% 2
2024
Q1 		$3.49M Buy
431,129
+6,059
+1% +$48.2K 5.57% 4
2023
Q4 		$3.6M Sell
425,070
-5,683
-1% -$43.3K 6.02% 1
2023
Q3 		$3.04M Buy
430,753
+63,567
+17% +$460K 5.52% 6
2023
Q2 		$3.1M Sell
367,186
-57,478
-14% -$473K 5.75% 3
2023
Q1 		$3.74M Sell
424,664
-1,778
-0.4% -$14.4K 7.39% 2
2022
Q4 		$2.78M Buy
+426,442
New +$2.82M 6.22% 4

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virtus Family Office's UMC Position: Q4 2024 in Review

Virtus Family Office sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 448,959 shares — an estimated $3.78M sold.

Virtus Family Office first reported a position in UMC in Q4 2022 and held it in 8 quarters. The position peaked at $3.92M in Q2 2024. 253 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • Virtus Family Office reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • Virtus Family Office sold 448,959 United Microelectronic shares in Q4 2024, an estimated $3.78M.
  • Virtus Family Office first reported a position in United Microelectronic in Q4 2022 and held it in 8 quarters.
  • Virtus Family Office's United Microelectronic position peaked at $3.92M in Q2 2024.
  • 253 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Virtus Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.