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Lloyd Park’s BlackRock Income Trust BKT Stock Holding History

Lloyd Park’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$309K Sell
24,852
-9,817
-28% -$134K 0.38% 57
2022
Q2 		$472K Buy
+34,669
New +$486K 0.49% 50
2022
Q1 		– Sell
-33,430
Closed -$567K – 63
2021
Q4 		$567K Buy
+33,430
New +$595K 0.32% 68

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lloyd Park's BKT Position: Q3 2022 in Review

Lloyd Park reduced its BlackRock Income Trust (BKT) stake by 28% in Q3 2022, selling an estimated $134K and leaving 24,852 shares worth $309K. The position accounts for 0.38% of the portfolio, ranked #57.

Lloyd Park first reported a position in BKT in Q4 2021 and has held it in 3 quarters since. The position peaked at $567K in Q4 2021. 74 funds tracked by Wall St. Rank hold BKT as of Q3 2022.

  • Lloyd Park held 24,852 shares of BlackRock Income Trust worth $309K as of Q3 2022.
  • Lloyd Park sold 9,817 BlackRock Income Trust shares in Q3 2022, an estimated $134K.
  • BlackRock Income Trust made up 0.38% of Lloyd Park's portfolio in Q3 2022, its #57 holding.
  • Lloyd Park first reported a position in BlackRock Income Trust in Q4 2021 and has held it in 3 quarters since.
  • Lloyd Park's BlackRock Income Trust position peaked at $567K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.