IE
DLY

Israel Englander’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Israel Englander’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,839
Closed -$364K – 6006
2024
Q1 		$364K Buy
+22,839
New +$352K ﹤0.01% 5018
2023
Q4 		– Sell
-24,370
Closed -$359K – 6172
2023
Q3 		$359K Buy
+24,370
New +$355K ﹤0.01% 4837
2021
Q1 		– Sell
-262,116
Closed -$4.85M – 6028
2020
Q4 		$4.85M Buy
+262,116
New +$4.7M ﹤0.01% 2472

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Israel Englander's DLY Position: Q2 2024 in Review

Israel Englander sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2024, closing a stake of 22,839 shares — an estimated $364K sold.

Israel Englander first reported a position in DLY in Q4 2020 and held it in 3 quarters. The position peaked at $4.85M in Q4 2020. 74 funds tracked by Wall St. Rank hold DLY as of Q2 2024.

  • Israel Englander reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Israel Englander sold 22,839 DoubleLine Yield Opportunities Fund shares in Q2 2024, an estimated $364K.
  • Israel Englander first reported a position in DoubleLine Yield Opportunities Fund in Q4 2020 and held it in 3 quarters.
  • Israel Englander's DoubleLine Yield Opportunities Fund position peaked at $4.85M in Q4 2020.
  • 74 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.