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AAS
Annex Advisory Services’s
United Microelectronic
UMC
Stock Holding History
Annex Advisory Services’s Portfolio
UMC Stock Details
UMC Fund Activity
Bought
Maintained
Sold
Shares
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
$5.72T AUM
30.48%
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
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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