LA
DHY

Lane & Associates’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Lane & Associates’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,000
Closed -$20.7K – 104
2023
Q3 		$20.7K Hold
11,000
– – 0.02% 105
2023
Q2 		$20.8K Hold
11,000
– – 0.02% 101
2023
Q1 		$20.8K Hold
11,000
– – 0.02% 96
2022
Q4 		$19.4K Buy
+11,000
New +$20.2K 0.02% 92

Other funds holding DHY

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Lane & Associates's DHY Position: Q4 2023 in Review

Lane & Associates sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2023, closing a stake of 11,000 shares — an estimated $20.7K sold.

Lane & Associates first reported a position in DHY in Q4 2022 and held it in 4 quarters. The position peaked at $20.8K in Q2 2023. 60 funds tracked by Wall St. Rank hold DHY as of Q4 2023.

  • Lane & Associates reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2023 after selling out during the quarter.
  • Lane & Associates sold 11,000 UBS Asset Management High Yield Credit Fund shares in Q4 2023, an estimated $20.7K.
  • Lane & Associates first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2022 and held it in 4 quarters.
  • Lane & Associates's UBS Asset Management High Yield Credit Fund position peaked at $20.8K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2023.

Based on Lane & Associates's 13F filing for Q4 2023, filed 9 Apr 2024.