Bank Julius Baer & Co
SDHY

Bank Julius Baer & Co’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Bank Julius Baer & Co’s Portfolio SDHY Stock Details SDHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,157
Closed -$40K – 885
2021
Q3 		$40K Buy
2,157
+122
+6% +$2.33K ﹤0.01% 698
2021
Q2 		$40K Sell
2,035
-40
-2% -$757 ﹤0.01% 703
2021
Q1 		$40K Buy
+2,075
New +$40.2K ﹤0.01% 688

Other funds holding SDHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank Julius Baer & Co's SDHY Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q4 2021, closing a stake of 2,157 shares — an estimated $40K sold.

Bank Julius Baer & Co first reported a position in SDHY in Q1 2021 and held it in 3 quarters. The position peaked at $40K in Q3 2021. 38 funds tracked by Wall St. Rank hold SDHY as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,157 PGIM Short Duration High Yield Opportunities Fund shares in Q4 2021, an estimated $40K.
  • Bank Julius Baer & Co first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q1 2021 and held it in 3 quarters.
  • Bank Julius Baer & Co's PGIM Short Duration High Yield Opportunities Fund position peaked at $40K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.