Curran Financial Partners’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Curran Financial Partners’s Portfolio HYT Stock Details HYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-29,406	Closed	-$251K	–	67
2022 Q3	$251K	Sell	29,406 -520,219	-95%	-$4.98M	0.13%	55
2022 Q2	$5.24M	Buy	549,625 +192,018	+54%	+$1.93M	2.47%	14
2022 Q1	$3.85M	Buy	357,607 +145,193	+68%	+$1.6M	1.58%	23
2021 Q4	$2.62M	Buy	212,414 +94,746	+81%	+$1.15M	1.11%	21
2021 Q3	$1.43M	Buy	117,668 +48,582	+70%	+$603K	0.73%	33
2021 Q2	$851K	Buy	+69,086	New	+$830K	0.47%	38

Other funds holding HYT

SIA

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RCM

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

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

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

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

Curran Financial Partners's HYT Position: Q4 2022 in Review

Curran Financial Partners sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2022, closing a stake of 29,406 shares — an estimated $251K sold.

Curran Financial Partners first reported a position in HYT in Q2 2021 and held it in 6 quarters. The position peaked at $5.24M in Q2 2022. 168 funds tracked by Wall St. Rank hold HYT as of Q4 2022.

Curran Financial Partners reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2022 after selling out during the quarter.
Curran Financial Partners sold 29,406 BlackRock Corporate High Yield Fund shares in Q4 2022, an estimated $251K.
Curran Financial Partners first reported a position in BlackRock Corporate High Yield Fund in Q2 2021 and held it in 6 quarters.
Curran Financial Partners's BlackRock Corporate High Yield Fund position peaked at $5.24M in Q2 2022.
168 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2022.

Based on Curran Financial Partners's 13F filing for Q4 2022, filed 14 Feb 2023.