Charter Oak Capital Management’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Charter Oak Capital Management’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-532	Closed	-$8K	–	746
2022 Q2	$8K	Hold	532	–	–	﹤0.01%	633
2022 Q1	$9K	Hold	532	–	–	﹤0.01%	651
2021 Q4	$10K	Buy	+532	New	+$9.85K	﹤0.01%	622

Other funds holding SDHY

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Charter Oak Capital Management's SDHY Position: Q3 2022 in Review

Charter Oak Capital Management sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2022, closing a stake of 532 shares — an estimated $8K sold.

Charter Oak Capital Management first reported a position in SDHY in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 50 funds tracked by Wall St. Rank hold SDHY as of Q3 2022.

Charter Oak Capital Management reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 532 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2022, an estimated $8K.
Charter Oak Capital Management first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2021 and held it in 3 quarters.
Charter Oak Capital Management's PGIM Short Duration High Yield Opportunities Fund position peaked at $10K in Q4 2021.
50 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.