SA
TWN

Sanctuary Advisors’s Taiwan Fund TWN Stock Holding History

Sanctuary Advisors’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,495
Closed -$719K – 2446
2024
Q4 		$719K Hold
18,495
– – ﹤0.01% 1455
2024
Q3 		$799K Sell
18,495
-140
-0.8% -$5.99K 0.01% 1388
2024
Q2 		$715K Buy
+18,635
New +$748K 0.01% 1384

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Sanctuary Advisors's TWN Position: Q1 2025 in Review

Sanctuary Advisors sold out of Taiwan Fund (TWN) in Q1 2025, closing a stake of 18,495 shares — an estimated $719K sold.

Sanctuary Advisors first reported a position in TWN in Q2 2024 and held it in 3 quarters. The position peaked at $799K in Q3 2024. 29 funds tracked by Wall St. Rank hold TWN as of Q1 2025.

  • Sanctuary Advisors reported no remaining Taiwan Fund position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 18,495 Taiwan Fund shares in Q1 2025, an estimated $719K.
  • Sanctuary Advisors first reported a position in Taiwan Fund in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Taiwan Fund position peaked at $799K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Taiwan Fund as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.