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WealthStone’s United Microelectronic UMC Stock Holding History

WealthStone’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
2021
Q1 		$321K Sell
35,264
-1,089
-3% -$10.1K 0.11% 141
2020
Q4 		$306K Buy
36,353
+449
+1% +$2.93K 0.11% 128
2020
Q3 		$172K Buy
35,904
+6,560
+22% +$24.4K 0.08% 165
2020
Q2 		$77.5K Buy
+29,344
New +$73.8K 0.04% 169
2019
Q3 		– Sell
-1,248
Closed -$2.76K – 574
2019
Q2 		$2.76K Hold
1,248
– – ﹤0.01% 465
2019
Q1 		$2K Buy
+1,248
New +$2.3K 0.07% 46

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

WealthStone's UMC Position: Q1 2021 in Review

WealthStone reduced its United Microelectronic (UMC) stake by 3% in Q1 2021, selling an estimated $10.1K and leaving 35,264 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #141.

WealthStone first reported a position in UMC in Q1 2019 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold UMC as of Q1 2021.

  • WealthStone held 35,264 shares of United Microelectronic worth $321K as of Q1 2021.
  • WealthStone sold 1,089 United Microelectronic shares in Q1 2021, an estimated $10.1K.
  • United Microelectronic made up 0.11% of WealthStone's portfolio in Q1 2021, its #141 holding.
  • WealthStone first reported a position in United Microelectronic in Q1 2019 and has held it in 6 quarters since.
  • 204 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.