Sageworth Trust’s United Microelectronic UMC Stock Holding History

Sageworth Trust’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 Q4	–	Sell	-16,994	Closed	-$129K	–	259
2025 Q3	$129K	Buy	+16,994	New	+$121K	0.01%	265

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Sageworth Trust's UMC Position: Q4 2025 in Review

Sageworth Trust sold out of United Microelectronic (UMC) in Q4 2025, closing a stake of 16,994 shares — an estimated $129K sold.

Sageworth Trust first reported a position in UMC in Q3 2025 and held it in 1 quarter. The position peaked at $129K in Q3 2025. 270 funds tracked by Wall St. Rank hold UMC as of Q4 2025.

Sageworth Trust reported no remaining United Microelectronic position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 16,994 United Microelectronic shares in Q4 2025, an estimated $129K.
Sageworth Trust first reported a position in United Microelectronic in Q3 2025 and held it in 1 quarter.
Sageworth Trust's United Microelectronic position peaked at $129K in Q3 2025.
270 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.