CSC
NHS

Caldwell Sutter Capital’s Neuberger High Yield Strategies Fund Inc NHS Stock Holding History

Caldwell Sutter Capital’s Portfolio NHS Stock Details NHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-67,068
Closed -$502K – 894
2023
Q2 		$502K Buy
+67,068
New +$555K 0.26% 92

Other funds holding NHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Caldwell Sutter Capital's NHS Position: Q3 2023 in Review

Caldwell Sutter Capital sold out of Neuberger High Yield Strategies Fund Inc (NHS) in Q3 2023, closing a stake of 67,068 shares — an estimated $502K sold.

Caldwell Sutter Capital first reported a position in NHS in Q2 2023 and held it in 1 quarter. The position peaked at $502K in Q2 2023. 40 funds tracked by Wall St. Rank hold NHS as of Q3 2023.

  • Caldwell Sutter Capital reported no remaining Neuberger High Yield Strategies Fund Inc position as of Q3 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 67,068 Neuberger High Yield Strategies Fund Inc shares in Q3 2023, an estimated $502K.
  • Caldwell Sutter Capital first reported a position in Neuberger High Yield Strategies Fund Inc in Q2 2023 and held it in 1 quarter.
  • Caldwell Sutter Capital's Neuberger High Yield Strategies Fund Inc position peaked at $502K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Neuberger High Yield Strategies Fund Inc as of Q3 2023.

Based on Caldwell Sutter Capital's 13F filing for Q3 2023, filed 25 Oct 2023.