Fidelity Investments
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Fidelity Investments’s Stellus Capital Investment Corp SCM Stock Holding History

Fidelity Investments’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$14 – 5781
2024
Q3 		$14 Buy
+1
New +$14 ﹤0.01% 5399
2024
Q1 		– Sell
-1
Closed -$13 – 5668
2023
Q4 		$13 Buy
+1
New +$13 ﹤0.01% 5281
2023
Q1 		– Sell
-2
Closed -$27 – 5494
2022
Q4 		$27 Buy
2
+1
+100% +$13 ﹤0.01% 5049
2022
Q3 		$0 Buy
+1
New +$13 ﹤0.01% 5334
2020
Q2 		– Sell
-2,200
Closed -$16K – 4106
2020
Q1 		$16K Buy
+2,200
New +$27.5K ﹤0.01% 3004

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments's SCM Position: Q4 2024 in Review

Fidelity Investments sold out of Stellus Capital Investment Corp (SCM) in Q4 2024, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in SCM in Q1 2020 and held it in 5 quarters. The position peaked at $16K in Q1 2020. 58 funds tracked by Wall St. Rank hold SCM as of Q4 2024.

  • Fidelity Investments reported no remaining Stellus Capital Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Stellus Capital Investment Corp share in Q4 2024, an estimated $14.
  • Fidelity Investments first reported a position in Stellus Capital Investment Corp in Q1 2020 and held it in 5 quarters.
  • Fidelity Investments's Stellus Capital Investment Corp position peaked at $16K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2024.

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