Fidelity Investments

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	–	5684
2024 Q4	$32	Buy	+1	New	+$33	﹤0.01%	5271
2023 Q4	–	Sell	-5	Closed	-$133	–	5664
2023 Q3	$133	Buy	+5	New	+$138	﹤0.01%	4826
2023 Q1	–	Sell	-1	Closed	-$26	–	5528
2022 Q4	$26	Buy	+1	New	+$27	﹤0.01%	5059
2022 Q2	–	Sell	-1	Closed	–	–	5494
2022 Q1	$0	Sell	1 -1	-50%	-$31	﹤0.01%	5493
2021 Q4	$0	Hold	2	–	–	﹤0.01%	4939
2021 Q3	$0	Buy	2 +1	+100%	+$34	﹤0.01%	5039
2021 Q2	$0	Buy	+1	New	+$34	﹤0.01%	4885
2021 Q1	–	Sell	-3	Closed	–	–	4546
2020 Q4	$0	Buy	+3	New	+$84	﹤0.01%	4289
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%	4186
2019 Q1	$0	Buy	+1	New	+$26	﹤0.01%	4220
2018 Q4	–	Sell	-3	Closed	–	–	4168
2018 Q3	$0	Buy	+3	New	+$82	﹤0.01%	3804

Other funds holding TY

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return