Almitas Capital’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Almitas Capital’s Portfolio GDO Stock Details GDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-378,659	Closed	-$4.87M	–	97
2024 Q3	$4.87M	Buy	378,659 +175,936	+87%	+$2.22M	1.72%	16
2024 Q2	$2.48M	Buy	+202,723	New	+$2.47M	1.03%	29
2023 Q1	–	Sell	-477	Closed	-$6.09K	–	114
2022 Q4	$6.09K	Buy	+477	New	+$5.83K	﹤0.01%	123

Other funds holding GDO

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Almitas Capital's GDO Position: Q4 2024 in Review

Almitas Capital sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 378,659 shares — an estimated $4.87M sold.

Almitas Capital first reported a position in GDO in Q4 2022 and held it in 3 quarters. The position peaked at $4.87M in Q3 2024. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

Almitas Capital reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
Almitas Capital sold 378,659 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $4.87M.
Almitas Capital first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2022 and held it in 3 quarters.
Almitas Capital's Western Asset Global Corporate Defined Opportunity Fund position peaked at $4.87M in Q3 2024.
30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Almitas Capital's 13F filing for Q4 2024, filed 14 Feb 2025.