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Carmichael Hill & Associates’s TRI-Continental Corp TY Stock Holding History

Carmichael Hill & Associates’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$164K Hold
4,960
– – 0.06% 209
2024
Q2 		$154K Hold
4,960
– – 0.06% 203
2024
Q1 		$153K Hold
4,960
– – 0.06% 211
2023
Q4 		$143K Hold
4,960
– – 0.06% 218
2023
Q3 		$132K Buy
4,960
+174
+4% +$4.79K 0.06% 214
2023
Q2 		$131K Hold
4,786
– – 0.06% 220
2023
Q1 		$127K Buy
+4,786
New +$128K 0.06% 210

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmichael Hill & Associates's TY Position: Q3 2024 in Review

Carmichael Hill & Associates held its TRI-Continental Corp (TY) position steady in Q3 2024 at 4,960 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #209.

Carmichael Hill & Associates first reported a position in TY in Q1 2023 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold TY as of Q3 2024.

  • Carmichael Hill & Associates held 4,960 shares of TRI-Continental Corp worth $164K as of Q3 2024.
  • Carmichael Hill & Associates left its TRI-Continental Corp share count unchanged in Q3 2024.
  • TRI-Continental Corp made up 0.06% of Carmichael Hill & Associates's portfolio in Q3 2024, its #209 holding.
  • Carmichael Hill & Associates first reported a position in TRI-Continental Corp in Q1 2023 and has held it in 7 quarters since.
  • 136 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.