Gator Capital Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Gator Capital Management’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,268	Closed	-$218K	–	70
2022 Q3	$218K	Hold	11,268	–	–	0.18%	56
2022 Q2	$235K	Hold	11,268	–	–	0.2%	58
2022 Q1	$275K	Hold	11,268	–	–	0.2%	59
2021 Q4	$292K	Buy	+11,268	New	+$294K	0.21%	64

Other funds holding PDI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gator Capital Management's PDI Position: Q4 2022 in Review

Gator Capital Management sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2022, closing a stake of 11,268 shares — an estimated $218K sold.

Gator Capital Management first reported a position in PDI in Q4 2021 and held it in 4 quarters. The position peaked at $292K in Q4 2021. 239 funds tracked by Wall St. Rank hold PDI as of Q4 2022.

Gator Capital Management reported no remaining PIMCO Dynamic Income Fund position as of Q4 2022 after selling out during the quarter.
Gator Capital Management sold 11,268 PIMCO Dynamic Income Fund shares in Q4 2022, an estimated $218K.
Gator Capital Management first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and held it in 4 quarters.
Gator Capital Management's PIMCO Dynamic Income Fund position peaked at $292K in Q4 2021.
239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2022.

Based on Gator Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.