Yorktown Management & Research Company’s United Microelectronic UMC Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-42,150	Closed	-$341K	–	242
2024 Q1	$341K	Hold	42,150	–	–	0.32%	136
2023 Q4	$357K	Hold	42,150	–	–	0.37%	123
2023 Q3	$298K	Sell	42,150 -750	-2%	-$5.43K	0.33%	149
2023 Q2	$338K	Hold	42,900	–	–	0.36%	130
2023 Q1	$376K	Hold	42,900	–	–	0.41%	99
2022 Q4	$280K	Hold	42,900	–	–	0.34%	147
2022 Q3	$239K	Buy	42,900 +13,800	+47%	+$91.1K	0.31%	154
2022 Q2	$197K	Buy	+29,100	New	+$239K	0.25%	175

Other funds holding UMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Yorktown Management & Research Company's UMC Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of United Microelectronic (UMC) in Q2 2024, closing a stake of 42,150 shares — an estimated $341K sold.

Yorktown Management & Research Company first reported a position in UMC in Q2 2022 and held it in 8 quarters. The position peaked at $376K in Q1 2023. 237 funds tracked by Wall St. Rank hold UMC as of Q2 2024.

Yorktown Management & Research Company reported no remaining United Microelectronic position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 42,150 United Microelectronic shares in Q2 2024, an estimated $341K.
Yorktown Management & Research Company first reported a position in United Microelectronic in Q2 2022 and held it in 8 quarters.
Yorktown Management & Research Company's United Microelectronic position peaked at $376K in Q1 2023.
237 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.