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Lloyd Park’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Lloyd Park’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$180K Sell
18,915
-1,885
-9% -$20.7K 0.22% 69
2022
Q2 		$227K Buy
+20,800
New +$237K 0.24% 69

Other funds holding BTZ

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Lloyd Park's BTZ Position: Q3 2022 in Review

Lloyd Park reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 9.1% in Q3 2022, selling an estimated $20.7K and leaving 18,915 shares worth $180K. The position accounts for 0.22% of the portfolio, ranked #69.

Lloyd Park first reported a position in BTZ in Q2 2022 and has held it in 2 quarters since. The position peaked at $227K in Q2 2022. 147 funds tracked by Wall St. Rank hold BTZ as of Q3 2022.

  • Lloyd Park held 18,915 shares of BlackRock Credit Allocation Income Trust worth $180K as of Q3 2022.
  • Lloyd Park sold 1,885 BlackRock Credit Allocation Income Trust shares in Q3 2022, an estimated $20.7K.
  • BlackRock Credit Allocation Income Trust made up 0.22% of Lloyd Park's portfolio in Q3 2022, its #69 holding.
  • Lloyd Park first reported a position in BlackRock Credit Allocation Income Trust in Q2 2022 and has held it in 2 quarters since.
  • Lloyd Park's BlackRock Credit Allocation Income Trust position peaked at $227K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2022.

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