Fulcrum Equity Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Fulcrum Equity Management’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,660	Closed	-$292K	–	211
2021 Q2	$292K	Sell	2,660 -66	-2%	-$7.2K	0.11%	148
2021 Q1	$297K	Sell	2,726 -5,922	-68%	-$643K	0.12%	146
2020 Q4	$942K	Sell	8,648 -611	-7%	-$65.1K	0.38%	65
2020 Q3	$965K	Buy	9,259 +2,482	+37%	+$259K	0.45%	53
2020 Q2	$686K	Buy	+6,777	New	+$675K	0.32%	57
2019 Q4	–	Sell	-2,223	Closed	-$242K	–	160
2019 Q3	$242K	Buy	+2,223	New	+$241K	0.12%	79

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fulcrum Equity Management's JNK Position: Q3 2021 in Review

Fulcrum Equity Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2021, closing a stake of 2,660 shares — an estimated $292K sold.

Fulcrum Equity Management first reported a position in JNK in Q3 2019 and held it in 6 quarters. The position peaked at $965K in Q3 2020. 515 funds tracked by Wall St. Rank hold JNK as of Q3 2021.

Fulcrum Equity Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2021 after selling out during the quarter.
Fulcrum Equity Management sold 2,660 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2021, an estimated $292K.
Fulcrum Equity Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and held it in 6 quarters.
Fulcrum Equity Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $965K in Q3 2020.
515 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.