IC
DHY

IEQ Capital’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

IEQ Capital’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
2023
Q4 		– Sell
-11,458
Closed -$21.5K – 945
2023
Q3 		$21.5K Buy
11,458
+279
+2% +$527 ﹤0.01% 933
2023
Q2 		$21.1K Buy
+11,179
New +$21.2K ﹤0.01% 891

Other funds holding DHY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

IEQ Capital's DHY Position: Q4 2023 in Review

IEQ Capital sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2023, closing a stake of 11,458 shares — an estimated $21.5K sold.

IEQ Capital first reported a position in DHY in Q2 2023 and held it in 2 quarters. The position peaked at $21.5K in Q3 2023. 60 funds tracked by Wall St. Rank hold DHY as of Q4 2023.

  • IEQ Capital reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2023 after selling out during the quarter.
  • IEQ Capital sold 11,458 Credit Suisse High Yield Credit Fund shares in Q4 2023, an estimated $21.5K.
  • IEQ Capital first reported a position in Credit Suisse High Yield Credit Fund in Q2 2023 and held it in 2 quarters.
  • IEQ Capital's Credit Suisse High Yield Credit Fund position peaked at $21.5K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.