Jeff Yass’s Insight Select Income Fund INSI Stock Holding History

Jeff Yass’s Portfolio INSI Stock Details INSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,161	Closed	-$163K	–	14311
2022 Q2	$163K	Sell	10,161 -1,952	-16%	-$32.5K	﹤0.01%	10921
2022 Q1	$216K	Buy	+12,113	New	+$225K	﹤0.01%	11059
2019 Q1	–	Sell	-17,178	Closed	-$299K	–	10031
2018 Q4	$299K	Buy	17,178 +3,218	+23%	+$57.3K	﹤0.01%	7008
2018 Q3	$260K	Sell	13,960 -10,114	-42%	-$189K	﹤0.01%	7756
2018 Q2	$455K	Buy	24,074 +3,534	+17%	+$65.9K	﹤0.01%	6983
2018 Q1	$398K	Buy	+20,540	New	+$405K	﹤0.01%	7093

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jeff Yass's INSI Position: Q3 2022 in Review

Jeff Yass sold out of Insight Select Income Fund (INSI) in Q3 2022, closing a stake of 10,161 shares — an estimated $163K sold.

Jeff Yass first reported a position in INSI in Q1 2018 and held it in 6 quarters. The position peaked at $455K in Q2 2018. 30 funds tracked by Wall St. Rank hold INSI as of Q3 2022.

Jeff Yass reported no remaining Insight Select Income Fund position as of Q3 2022 after selling out during the quarter.
Jeff Yass sold 10,161 Insight Select Income Fund shares in Q3 2022, an estimated $163K.
Jeff Yass first reported a position in Insight Select Income Fund in Q1 2018 and held it in 6 quarters.
Jeff Yass's Insight Select Income Fund position peaked at $455K in Q2 2018.
30 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2022.

Based on Susquehanna International Group's 13F filing for Q3 2022, filed 14 Nov 2022.