Jeff Yass’s Nuveen Preferred and Income Fund JPT Stock Holding History

Jeff Yass’s Portfolio JPT Stock Details JPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,232	Closed	-$326K	–	13322
2023 Q2	$326K	Buy	+20,232	New	+$322K	﹤0.01%	9269
2023 Q1	–	Sell	-18,127	Closed	-$321K	–	13865
2022 Q4	$321K	Buy	+18,127	New	+$322K	﹤0.01%	8924
2022 Q2	–	Sell	-24,887	Closed	-$535K	–	14311
2022 Q1	$535K	Buy	+24,887	New	+$569K	﹤0.01%	8806
2020 Q4	–	Sell	-20,869	Closed	-$479K	–	11909
2020 Q3	$479K	Buy	+20,869	New	+$476K	﹤0.01%	7774
2019 Q4	–	Sell	-9,602	Closed	-$234K	–	10888
2019 Q3	$234K	Buy	+9,602	New	+$234K	﹤0.01%	8805
2018 Q3	–	Sell	-12,823	Closed	-$310K	–	10493
2018 Q2	$310K	Sell	12,823 -79	-0.6%	-$1.9K	﹤0.01%	7778
2018 Q1	$316K	Buy	+12,902	New	+$313K	﹤0.01%	7548

Other funds holding JPT

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

SIA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SCM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Jeff Yass's JPT Position: Q3 2023 in Review

Jeff Yass sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2023, closing a stake of 20,232 shares — an estimated $326K sold.

Jeff Yass first reported a position in JPT in Q1 2018 and held it in 7 quarters. The position peaked at $535K in Q1 2022. 23 funds tracked by Wall St. Rank hold JPT as of Q3 2023.

Jeff Yass reported no remaining Nuveen Preferred and Income Fund position as of Q3 2023 after selling out during the quarter.
Jeff Yass sold 20,232 Nuveen Preferred and Income Fund shares in Q3 2023, an estimated $326K.
Jeff Yass first reported a position in Nuveen Preferred and Income Fund in Q1 2018 and held it in 7 quarters.
Jeff Yass's Nuveen Preferred and Income Fund position peaked at $535K in Q1 2022.
23 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2023.

Based on Susquehanna International Group's 13F filing for Q3 2023, filed 14 Nov 2023.