Annex Advisory Services’s United Microelectronic UMC Stock Holding History

Annex Advisory Services’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 Q2	–	Sell	-20,500	Closed	-$147K	–	338
2025 Q1	$147K	Hold	20,500	–	–	﹤0.01%	304
2024 Q4	$133K	Hold	20,500	–	–	﹤0.01%	303
2024 Q3	$173K	Hold	20,500	–	–	0.01%	279
2024 Q2	$180K	Hold	20,500	–	–	0.01%	273
2024 Q1	$166K	Hold	20,500	–	–	0.01%	277
2023 Q4	$173K	Hold	20,500	–	–	0.01%	258
2023 Q3	$145K	Hold	20,500	–	–	0.01%	247
2023 Q2	$162K	Hold	20,500	–	–	0.01%	244
2023 Q1	$180K	Hold	20,500	–	–	0.01%	235
2022 Q4	$134K	Hold	20,500	–	–	0.01%	244
2022 Q3	$114K	Hold	20,500	–	–	0.01%	231
2022 Q2	$139K	Sell	20,500 -240	-1%	-$1.97K	0.01%	246
2022 Q1	$189K	Buy	20,740 +240	+1%	+$2.38K	0.01%	241
2021 Q4	$240K	Hold	20,500	–	–	0.02%	218
2021 Q3	$234K	Hold	20,500	–	–	0.02%	190
2021 Q2	$194K	Hold	20,500	–	–	0.02%	211
2021 Q1	$187K	Buy	20,500 +10,400	+103%	+$96.2K	0.02%	197
2020 Q4	$85K	Buy	+10,100	New	+$65.9K	0.01%	192

Other funds holding UMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Annex Advisory Services's UMC Position: Q2 2025 in Review

Annex Advisory Services sold out of United Microelectronic (UMC) in Q2 2025, closing a stake of 20,500 shares — an estimated $147K sold.

Annex Advisory Services first reported a position in UMC in Q4 2020 and held it in 18 quarters. The position peaked at $240K in Q4 2021. 239 funds tracked by Wall St. Rank hold UMC as of Q2 2025.

Annex Advisory Services reported no remaining United Microelectronic position as of Q2 2025 after selling out during the quarter.
Annex Advisory Services sold 20,500 United Microelectronic shares in Q2 2025, an estimated $147K.
Annex Advisory Services first reported a position in United Microelectronic in Q4 2020 and held it in 18 quarters.
Annex Advisory Services's United Microelectronic position peaked at $240K in Q4 2021.
239 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.