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Jeff Yass’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Jeff Yass’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,314
Closed -$1.05M – 12693
2023
Q1 		$1.05M Buy
+21,314
New +$1.06M ﹤0.01% 6673

Other funds holding LONZ

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return

Jeff Yass's LONZ Position: Q2 2023 in Review

Jeff Yass sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2023, closing a stake of 21,314 shares — an estimated $1.05M sold.

Jeff Yass first reported a position in LONZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.05M in Q1 2023. 24 funds tracked by Wall St. Rank hold LONZ as of Q2 2023.

  • Jeff Yass reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Jeff Yass sold 21,314 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2023, an estimated $1.05M.
  • Jeff Yass first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • Jeff Yass's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $1.05M in Q1 2023.
  • 24 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2023.

Based on Susquehanna International Group's 13F filing for Q2 2023, filed 11 Aug 2023.