Belpointe Asset Management’s Western Asset Global High Income Fund EHI Stock Holding History

Belpointe Asset Management’s Portfolio EHI Stock Details EHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-273	Closed	-$1.9K	–	1351
2023 Q1	$1.9K	Hold	273	–	–	﹤0.01%	3314
2022 Q4	$1.86K	Buy	+273	New	+$1.9K	﹤0.01%	3284

Other funds holding EHI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

Belpointe Asset Management's EHI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Western Asset Global High Income Fund (EHI) in Q2 2023, closing a stake of 273 shares — an estimated $1.9K sold.

Belpointe Asset Management first reported a position in EHI in Q4 2022 and held it in 2 quarters. The position peaked at $1.9K in Q1 2023. 42 funds tracked by Wall St. Rank hold EHI as of Q2 2023.

Belpointe Asset Management reported no remaining Western Asset Global High Income Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 273 Western Asset Global High Income Fund shares in Q2 2023, an estimated $1.9K.
Belpointe Asset Management first reported a position in Western Asset Global High Income Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Western Asset Global High Income Fund position peaked at $1.9K in Q1 2023.
42 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.