Howard Marks’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Howard Marks’s Portfolio JQC Stock Details JQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-811,208	Closed	-$4.1M	–	199
2023 Q3	$4.1M	Sell	811,208 -2,522,741	-76%	-$12.8M	0.06%	137
2023 Q2	$16.8M	Hold	3,333,949	–	–	0.22%	60
2023 Q1	$17M	Sell	3,333,949 -46,838	-1%	-$246K	0.19%	58
2022 Q4	$17.2M	Buy	3,380,787 +84,825	+3%	+$433K	0.18%	71
2022 Q3	$16.8M	Buy	3,295,962 +465,581	+16%	+$2.49M	0.18%	69
2022 Q2	$14.7M	Buy	+2,830,381	New	+$15.9M	0.17%	74
2020 Q4	–	Sell	-2,798,386	Closed	-$16.5M	–	194
2020 Q3	$16.5M	Buy	2,798,386 +1,417,414	+103%	+$8.49M	0.36%	42
2020 Q2	$8.06M	Buy	+1,380,972	New	+$8.15M	0.18%	76

Other funds holding JQC

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

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Howard Marks's JQC Position: Q4 2023 in Review

Howard Marks sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2023, closing a stake of 811,208 shares — an estimated $4.1M sold.

Howard Marks first reported a position in JQC in Q2 2020 and held it in 8 quarters. The position peaked at $17.2M in Q4 2022. 161 funds tracked by Wall St. Rank hold JQC as of Q4 2023.

Howard Marks reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2023 after selling out during the quarter.
Howard Marks sold 811,208 Nuveen Credit Strategies Income Fund shares in Q4 2023, an estimated $4.1M.
Howard Marks first reported a position in Nuveen Credit Strategies Income Fund in Q2 2020 and held it in 8 quarters.
Howard Marks's Nuveen Credit Strategies Income Fund position peaked at $17.2M in Q4 2022.
161 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2023.

Based on Oaktree Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.