Bessemer Group’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Bessemer Group’s Portfolio JRO Stock Details JRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,301	Closed	-$10K	–	2404
2023 Q2	$10K	Buy	+1,301	New	+$10.1K	﹤0.01%	1663

Other funds holding JRO

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bessemer Group's JRO Position: Q3 2023 in Review

Bessemer Group sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 1,301 shares — an estimated $10K sold.

Bessemer Group first reported a position in JRO in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Bessemer Group reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Bessemer Group sold 1,301 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $10K.
Bessemer Group first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2023 and held it in 1 quarter.
Bessemer Group's Nuveen Floating Rate Income Opportunty Fund position peaked at $10K in Q2 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Bessemer Group's 13F filing for Q3 2023, filed 13 Nov 2023.