Empirical Asset Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Empirical Asset Management’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,079	Closed	-$184K	–	448
2024 Q3	$184K	Buy	+11,079	New	+$180K	0.07%	273

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Empirical Asset Management's DLY Position: Q4 2024 in Review

Empirical Asset Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2024, closing a stake of 11,079 shares — an estimated $184K sold.

Empirical Asset Management first reported a position in DLY in Q3 2024 and held it in 1 quarter. The position peaked at $184K in Q3 2024. 82 funds tracked by Wall St. Rank hold DLY as of Q4 2024.

Empirical Asset Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Empirical Asset Management sold 11,079 DoubleLine Yield Opportunities Fund shares in Q4 2024, an estimated $184K.
Empirical Asset Management first reported a position in DoubleLine Yield Opportunities Fund in Q3 2024 and held it in 1 quarter.
Empirical Asset Management's DoubleLine Yield Opportunities Fund position peaked at $184K in Q3 2024.
82 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2024.

Based on Empirical Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.