Fidelity Investments’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Fidelity Investments’s Portfolio BGH Stock Details BGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1	Closed	–	–	4338
2021 Q3	$0	Buy	+1	New	+$17	﹤0.01%	4344
2021 Q2	–	Sell	-1	Closed	–	–	4243
2021 Q1	$0	Buy	+1	New	+$16	﹤0.01%	3980
2019 Q3	–	Sell	-1	Closed	–	–	3770
2019 Q2	$0	Buy	+1	New	+$18	﹤0.01%	3736

Other funds holding BGH

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments's BGH Position: Q4 2021 in Review

Fidelity Investments sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in BGH in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 53 funds tracked by Wall St. Rank hold BGH as of Q4 2021.

Fidelity Investments reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2021 after selling out during the quarter.
Fidelity Investments sold 1 Barings Global Short Duration High Yield Fund share in Q4 2021.
Fidelity Investments first reported a position in Barings Global Short Duration High Yield Fund in Q2 2019 and held it in 3 quarters.
Fidelity Investments's Barings Global Short Duration High Yield Fund position peaked at $0 in Q3 2021.
53 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2021.

Based on Fidelity Investments's 13F filing for Q4 2021, filed 14 Feb 2022.