GI
DHY

Gradient Investments’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Gradient Investments’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-253
Closed -$6K – 1210
2021
Q4 		$6K Buy
+253
New +$6.28K ﹤0.01% 896

Other funds holding DHY

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Gradient Investments's DHY Position: Q1 2022 in Review

Gradient Investments sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2022, closing a stake of 253 shares — an estimated $6K sold.

Gradient Investments first reported a position in DHY in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 60 funds tracked by Wall St. Rank hold DHY as of Q1 2022.

  • Gradient Investments reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 253 UBS Asset Management High Yield Credit Fund shares in Q1 2022, an estimated $6K.
  • Gradient Investments first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2021 and held it in 1 quarter.
  • Gradient Investments's UBS Asset Management High Yield Credit Fund position peaked at $6K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.