CPRC
HYI

Consolidated Portfolio Review Corp’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Consolidated Portfolio Review Corp’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-64,628
Closed -$757K – 194
2025
Q3 		$757K Sell
64,628
-2,794
-4% -$33.4K 0.1% 219
2025
Q2 		$808K Sell
67,422
-2,251
-3% -$26.4K 0.11% 192
2025
Q1 		$825K Sell
69,673
-4,184
-6% -$50.2K 0.13% 171
2024
Q4 		$873K Buy
73,857
+1,221
+2% +$14.8K 0.14% 170
2024
Q3 		$899K Buy
72,636
+836
+1% +$10K 0.2% 130
2024
Q2 		$833K Buy
71,800
+36,527
+104% +$424K 0.19% 136
2024
Q1 		$422K Sell
35,273
-2,320
-6% -$28K 0.11% 175
2023
Q4 		$455K Sell
37,593
-1,066
-3% -$12.2K 0.1% 184
2023
Q3 		$444K Buy
38,659
+565
+1% +$6.61K 0.11% 179
2023
Q2 		$448K Buy
38,094
+580
+2% +$6.74K 0.11% 174
2023
Q1 		$449K Buy
+37,514
New +$461K 0.12% 168

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consolidated Portfolio Review Corp's HYI Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2025, closing a stake of 64,628 shares — an estimated $757K sold.

Consolidated Portfolio Review Corp first reported a position in HYI in Q1 2023 and held it in 11 quarters. The position peaked at $899K in Q3 2024. 46 funds tracked by Wall St. Rank hold HYI as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 64,628 Western Asset High Yield Opportunity Fund Inc shares in Q4 2025, an estimated $757K.
  • Consolidated Portfolio Review Corp first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's Western Asset High Yield Opportunity Fund Inc position peaked at $899K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.