HGERS
GDO

Householder Group Estate & Retirement Specialist’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-740
Closed -$9K – 786
2024
Q3 		$9K Hold
740
– – ﹤0.01% 829
2024
Q2 		$9K Hold
740
– – ﹤0.01% 827
2024
Q1 		$9.23K Hold
740
– – ﹤0.01% 828
2023
Q4 		$9K Hold
740
– – ﹤0.01% 781
2023
Q3 		$8.77K Buy
+740
New +$9.07K ﹤0.01% 819
2023
Q1 		$9K Buy
+740
New +$9.59K ﹤0.01% 833
2022
Q4 		– Sell
-740
Closed -$8K – 603
2022
Q3 		$8K Buy
+740
New +$10K ﹤0.01% 778

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GDO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 740 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in GDO in Q3 2022 and held it in 7 quarters. The position peaked at $9.23K in Q1 2024. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 740 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Western Asset Global Corporate Defined Opportunity Fund position peaked at $9.23K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.