Genesis Investment Management, LLP UMC — UNITED MICROELECTRONICS CORP

Ownership history in Genesis Investment Management, LLP  ·  7 quarters on record

AI Ownership Summary

Genesis Investment Management, LLP reported UNITED MICROELECTRONICS CORP (UMC) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 7.19% in 2024 Q4. The latest visible filing shows UMC at 7.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Genesis Investment Management, LLP's position in UNITED MICROELECTRONICS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UMC was reported at 7.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.19% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UMC stock page Genesis Investment Management, LLP fund profile Genesis Investment Management, LLP full holdings
How Genesis Investment Management, LLP held UMC — position size vs. price
% of Fund (quarterly)    UMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 1,009,031 — 0% 7.19% $6.5M 2025-11-14 (Est.) $7.02
2025 Q2 UNCHANGED — — — 1,009,031 — 0% 7.19% $6.5M 2025-07-11 $7.37
2025 Q1 UNCHANGED — — — 1,009,031 — 0% 7.19% $6.5M 2025-05-01 $6.48
2024 Q4 REDUCED 76.8% +10.2% ❌ 1,009,031 -3,344,294 -76.8% 7.19% $6.5M 2025-01-16 $5.74
2024 Q3 ADDED — — — 4,353,325 +474,004 +12.2% 7.09% $36.7M 2024-10-08 $7.55
2024 Q2 ADDED — — — 3,879,321 +1,744,721 +81.7% 6.68% $34.0M 2024-07-12 $7.69
2024 Q1 INITIATED — — — 2,134,600 — — 3.60% $17.3M 2024-04-18 $6.59

🏢 Other funds also holding UMC

As of 2026 Q2 — sorted by position size

QP WEALTH MANAGEMENT, LLC 3Y 0.72% Capstone Capital Management Ltd 0.7% CogentBlue Wealth Advisors, LLC 0.55% FNY Investment Advisers, LLC 3Y 7Y 0.2% Park Capital Management, LLC / WI 0.16% Generali Investments CEE, investicni spolecnost, a.s. 0.13% Henry James International Management Inc. 3Y 7Y 0.12% BSW Wealth Partners 3Y 7Y 0.11% CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3Y 7Y 0.07% Crossmark Global Holdings, Inc. 3Y 7Y 0.07%

FAQ About Genesis Investment Management, LLP and UMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Genesis Investment Management, LLP reported owning UMC?

Genesis Investment Management, LLP reported UMC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported UMC position in Genesis Investment Management, LLP's portfolio?

The largest reported portfolio weight for UMC was 7.19% in 2024 Q4.

What is the latest reported UMC position on this page?

The most recent filing on this page is 2025 Q3, when Genesis Investment Management, LLP reported 1,009,031 shares, equal to 7.19% of portfolio, with an estimated market value of $6.5M.

What does the chart on this UMC ownership page compare?

The chart compares Genesis Investment Management, LLP's quarterly UMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Genesis Investment Management, LLP time their UMC position?

Based on 13F filing dates vs. subsequent UMC price moves, Genesis Investment Management, LLP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on UMC relative to SPY over the holding period was -14.8%.

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