Investors Research Corp’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-554	Closed	-$6.76K	–	1009
2024 Q2	$6.76K	Hold	554	–	–	﹤0.01%	768
2024 Q1	$6.91K	Hold	554	–	–	﹤0.01%	767
2023 Q4	$7.08K	Hold	554	–	–	﹤0.01%	783
2023 Q3	$6.57K	Hold	554	–	–	﹤0.01%	804
2023 Q2	$6.85K	Hold	554	–	–	﹤0.01%	817
2023 Q1	$7.04K	Hold	554	–	–	﹤0.01%	828
2022 Q4	$7.08K	Hold	554	–	–	﹤0.01%	823
2022 Q3	$6K	Hold	554	–	–	﹤0.01%	830
2022 Q2	$8K	Hold	554	–	–	﹤0.01%	779
2022 Q1	$8K	Hold	554	–	–	﹤0.01%	788
2021 Q4	$10K	Hold	554	–	–	﹤0.01%	769
2021 Q3	$10K	Buy	+554	New	+$10.2K	﹤0.01%	780

Other funds holding GDO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Investors Research Corp's GDO Position: Q3 2024 in Review

Investors Research Corp sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2024, closing a stake of 554 shares — an estimated $6.76K sold.

Investors Research Corp first reported a position in GDO in Q3 2021 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 43 funds tracked by Wall St. Rank hold GDO as of Q3 2024.

Investors Research Corp reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2024 after selling out during the quarter.
Investors Research Corp sold 554 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2024, an estimated $6.76K.
Investors Research Corp first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2021 and held it in 12 quarters.
Investors Research Corp's Western Asset Global Corporate Defined Opportunity Fund position peaked at $10K in Q4 2021.
43 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.