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Asset Dedication LLC’s United Microelectronic UMC Stock Holding History

Asset Dedication LLC’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
-171
Closed -$1.22K – 1230
2025
Q1 		$1.22K Buy
+171
New +$1.09K ﹤0.01% 1002
2023
Q4 		– Sell
-50
Closed – – 1060
2023
Q3 		$0 Buy
+50
New +$362 ﹤0.01% 1064
2018
Q4 		– Sell
-6
Closed – – 650
2018
Q3 		$0 Hold
6
– – ﹤0.01% 769
2018
Q2 		$0 Buy
+6
New +$16 ﹤0.01% 750

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Asset Dedication LLC's UMC Position: Q2 2025 in Review

Asset Dedication LLC sold out of United Microelectronic (UMC) in Q2 2025, closing a stake of 171 shares — an estimated $1.22K sold.

Asset Dedication LLC first reported a position in UMC in Q2 2018 and held it in 4 quarters. The position peaked at $1.22K in Q1 2025. 239 funds tracked by Wall St. Rank hold UMC as of Q2 2025.

  • Asset Dedication LLC reported no remaining United Microelectronic position as of Q2 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 171 United Microelectronic shares in Q2 2025, an estimated $1.22K.
  • Asset Dedication LLC first reported a position in United Microelectronic in Q2 2018 and held it in 4 quarters.
  • Asset Dedication LLC's United Microelectronic position peaked at $1.22K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.