Charles D. Hyman’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Charles D. Hyman’s Portfolio CHI Stock Details CHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$129K	Hold	11,050	–	–	0.01%	240
2024 Q1	$125K	Hold	11,050	–	–	0.01%	245
2023 Q4	$114K	Hold	11,050	–	–	0.01%	240
2023 Q3	$116K	Sell	11,050 -5,450	-33%	-$59.3K	0.01%	228
2023 Q2	$185K	Hold	16,500	–	–	0.01%	232
2023 Q1	$174K	Hold	16,500	–	–	0.01%	237
2022 Q4	$173K	Hold	16,500	–	–	0.01%	237
2022 Q3	$159K	Hold	16,500	–	–	0.01%	229
2022 Q2	$177K	Hold	16,500	–	–	0.01%	234
2022 Q1	$218K	Hold	16,500	–	–	0.01%	234
2021 Q4	$249K	Hold	16,500	–	–	0.02%	223
2021 Q3	$247K	Hold	16,500	–	–	0.02%	217
2021 Q2	$250K	Hold	16,500	–	–	0.02%	219
2021 Q1	$235K	Hold	16,500	–	–	0.02%	216
2020 Q4	$223K	Hold	16,500	–	–	0.02%	221
2020 Q3	$181K	Hold	16,500	–	–	0.02%	217
2020 Q2	$176K	Hold	16,500	–	–	0.02%	209
2020 Q1	$138K	Hold	16,500	–	–	0.02%	179
2019 Q4	$181K	Hold	16,500	–	–	0.02%	202
2019 Q3	$172K	Hold	16,500	–	–	0.02%	184
2019 Q2	$173K	Hold	16,500	–	–	0.02%	185
2019 Q1	$167K	Hold	16,500	–	–	0.02%	183
2018 Q4	$146K	Hold	16,500	–	–	0.02%	166
2018 Q3	$199K	Buy	+16,500	New	+$203K	0.02%	172

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Charles D. Hyman's CHI Position: Q2 2024 in Review

Charles D. Hyman held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2024 at 11,050 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #240.

Charles D. Hyman first reported a position in CHI in Q3 2018 and has held it in 24 quarters since. The position peaked at $250K in Q2 2021. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2024.

Charles D. Hyman held 11,050 shares of Calamos Convertible Opportunities and Income Fund worth $129K as of Q2 2024.
Charles D. Hyman left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2024.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #240 holding.
Charles D. Hyman first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2018 and has held it in 24 quarters since.
Charles D. Hyman's Calamos Convertible Opportunities and Income Fund position peaked at $250K in Q2 2021.
110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.