6 Meridian’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

6 Meridian’s Portfolio IVH Stock Details IVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$343K	Sell	24,613 -2,058	-8%	-$28.6K	0.03%	208
2021 Q3	$365K	Sell	26,671 -7,088	-21%	-$99K	0.03%	211
2021 Q2	$474K	Sell	33,759 -2,626	-7%	-$36.2K	0.04%	178
2021 Q1	$496K	Buy	+36,385	New	+$486K	0.04%	160
2019 Q1	–	Sell	-17,892	Closed	-$217K	–	518
2018 Q4	$217K	Buy	+17,892	New	+$235K	0.02%	380
2018 Q2	–	Sell	-20,074	Closed	-$285K	–	424
2018 Q1	$285K	Buy	+20,074	New	+$288K	0.03%	371

Other funds holding IVH

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

6 Meridian's IVH Position: Q4 2021 in Review

6 Meridian reduced its Delaware Ivy High Income Opportunities Fund (IVH) stake by 7.7% in Q4 2021, selling an estimated $28.6K and leaving 24,613 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #208.

6 Meridian first reported a position in IVH in Q1 2018 and has held it in 6 quarters since. The position peaked at $496K in Q1 2021. 37 funds tracked by Wall St. Rank hold IVH as of Q4 2021.

6 Meridian held 24,613 shares of Delaware Ivy High Income Opportunities Fund worth $343K as of Q4 2021.
6 Meridian sold 2,058 Delaware Ivy High Income Opportunities Fund shares in Q4 2021, an estimated $28.6K.
Delaware Ivy High Income Opportunities Fund made up 0.03% of 6 Meridian's portfolio in Q4 2021, its #208 holding.
6 Meridian first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2018 and has held it in 6 quarters since.
6 Meridian's Delaware Ivy High Income Opportunities Fund position peaked at $496K in Q1 2021.
37 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.