HCM
DBL

Highlander Capital Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Highlander Capital Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$78.6K Buy
5,095
+495
+11% +$7.56K 0.03% 328
2023
Q4 		$70.6K Hold
4,600
– – 0.03% 339
2023
Q3 		$67K Buy
4,600
+1,250
+37% +$18K 0.03% 337
2023
Q2 		$49K Buy
+3,350
New +$48.6K 0.02% 324

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Highlander Capital Management's DBL Position: Q1 2024 in Review

Highlander Capital Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 11% in Q1 2024, buying an estimated $7.56K and bringing the position to 5,095 shares worth $78.6K. The position accounts for 0.03% of the portfolio, ranked #328.

Highlander Capital Management first reported a position in DBL in Q2 2023 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold DBL as of Q1 2024.

  • Highlander Capital Management held 5,095 shares of DoubleLine Opportunistic Credit Fund worth $78.6K as of Q1 2024.
  • Highlander Capital Management bought 495 DoubleLine Opportunistic Credit Fund shares in Q1 2024, an estimated $7.56K.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of Highlander Capital Management's portfolio in Q1 2024, its #328 holding.
  • Highlander Capital Management first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2023 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.