Fidelity Investments’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Fidelity Investments’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	-1	Closed	-$17	–	5616
2024 Q3	$17	Buy	+1	New	+$16	﹤0.01%	5376
2023 Q2	–	Sell	-2	Closed	-$28	–	5417
2023 Q1	$28	Buy	+2	New	+$28	﹤0.01%	5059
2022 Q3	–	Sell	-1	Closed	–	–	4953
2022 Q2	$0	Hold	1	–	–	﹤0.01%	5007
2022 Q1	$0	Sell	1 -3	-75%	-$53	﹤0.01%	5047
2021 Q4	$0	Buy	+4	New	+$76	﹤0.01%	4443

Other funds holding DLY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments's DLY Position: Q4 2024 in Review

Fidelity Investments sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2024, closing a stake of 1 share — an estimated $17 sold.

Fidelity Investments first reported a position in DLY in Q4 2021 and held it in 5 quarters. The position peaked at $28 in Q1 2023. 82 funds tracked by Wall St. Rank hold DLY as of Q4 2024.

Fidelity Investments reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 DoubleLine Yield Opportunities Fund share in Q4 2024, an estimated $17.
Fidelity Investments first reported a position in DoubleLine Yield Opportunities Fund in Q4 2021 and held it in 5 quarters.
Fidelity Investments's DoubleLine Yield Opportunities Fund position peaked at $28 in Q1 2023.
82 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.