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Waldron Private Wealth’s United Microelectronic UMC Stock Holding History

Waldron Private 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
-17,617
Closed -$114K – 425
2024
Q4 		$114K Sell
17,617
-6,346
-26% -$45.4K ﹤0.01% 406
2024
Q3 		$202K Buy
23,963
+8,500
+55% +$71.1K 0.01% 402
2024
Q2 		$135K Buy
15,463
+944
+7% +$7.79K 0.01% 401
2024
Q1 		$117K Sell
14,519
-1,905
-12% -$15.2K 0.01% 411
2023
Q4 		$139K Buy
16,424
+189
+1% +$1.44K 0.01% 398
2023
Q3 		$115K Buy
16,235
+5,457
+51% +$39.5K 0.01% 366
2023
Q2 		$91.2K Sell
10,778
-3,909
-27% -$32.2K ﹤0.01% 364
2023
Q1 		$129K Buy
+14,687
New +$119K 0.01% 402

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

Waldron Private Wealth's UMC Position: Q1 2025 in Review

Waldron Private Wealth sold out of United Microelectronic (UMC) in Q1 2025, closing a stake of 17,617 shares — an estimated $114K sold.

Waldron Private Wealth first reported a position in UMC in Q1 2023 and held it in 8 quarters. The position peaked at $202K in Q3 2024. 234 funds tracked by Wall St. Rank hold UMC as of Q1 2025.

  • Waldron Private Wealth reported no remaining United Microelectronic position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 17,617 United Microelectronic shares in Q1 2025, an estimated $114K.
  • Waldron Private Wealth first reported a position in United Microelectronic in Q1 2023 and held it in 8 quarters.
  • Waldron Private Wealth's United Microelectronic position peaked at $202K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.