Fidelity Investments’s TRI-Continental Corp TY Stock Holding History

Fidelity Investments’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$32	–	5679
2024 Q4	$32	Buy	+1	New	+$33	﹤0.01%	5271
2023 Q4	–	Sell	-5	Closed	-$133	–	5658
2023 Q3	$133	Buy	+5	New	+$138	﹤0.01%	4826
2023 Q1	–	Sell	-1	Closed	-$26	–	5526
2022 Q4	$26	Buy	+1	New	+$27	﹤0.01%	5059
2022 Q2	–	Sell	-1	Closed	–	–	5490
2022 Q1	$0	Sell	1 -1	-50%	-$31	﹤0.01%	5490
2021 Q4	$0	Hold	2	–	–	﹤0.01%	4934
2021 Q3	$0	Buy	2 +1	+100%	+$34	﹤0.01%	5037
2021 Q2	$0	Buy	+1	New	+$34	﹤0.01%	4883
2021 Q1	–	Sell	-3	Closed	–	–	4545
2020 Q4	$0	Buy	+3	New	+$84	﹤0.01%	4287
2020 Q3	–	Sell	-1	Closed	–	–	4006
2020 Q2	$0	Buy	+1	New	+$24	﹤0.01%	4174
2019 Q3	–	Sell	-2	Closed	–	–	4234
2019 Q2	$0	Buy	2 +1	+100%	+$27	﹤0.01%	4183
2019 Q1	$0	Buy	+1	New	+$26	﹤0.01%	4216
2018 Q4	–	Sell	-3	Closed	–	–	4167
2018 Q3	$0	Buy	+3	New	+$82	﹤0.01%	3803

Other funds holding TY

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Fidelity Investments's TY Position: Q1 2025 in Review

Fidelity Investments sold out of TRI-Continental Corp (TY) in Q1 2025, closing a stake of 1 share — an estimated $32 sold.

Fidelity Investments first reported a position in TY in Q3 2018 and held it in 12 quarters. The position peaked at $133 in Q3 2023. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

Fidelity Investments reported no remaining TRI-Continental Corp position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 TRI-Continental Corp share in Q1 2025, an estimated $32.
Fidelity Investments first reported a position in TRI-Continental Corp in Q3 2018 and held it in 12 quarters.
Fidelity Investments's TRI-Continental Corp position peaked at $133 in Q3 2023.
145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.