Equitable Trust’s Prospect Capital PSEC Stock Holding History

Equitable Trust’s Portfolio PSEC Stock Details PSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,000	Closed	-$76.6K	–	413
2023 Q1	$76.6K	Buy	+11,000	New	+$79.9K	0.01%	393

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Equitable Trust's PSEC Position: Q2 2023 in Review

Equitable Trust sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 11,000 shares — an estimated $76.6K sold.

Equitable Trust first reported a position in PSEC in Q1 2023 and held it in 1 quarter. The position peaked at $76.6K in Q1 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

Equitable Trust reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
Equitable Trust sold 11,000 Prospect Capital shares in Q2 2023, an estimated $76.6K.
Equitable Trust first reported a position in Prospect Capital in Q1 2023 and held it in 1 quarter.
Equitable Trust's Prospect Capital position peaked at $76.6K in Q1 2023.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on Equitable Trust's 13F filing for Q2 2023, filed 8 Aug 2023.