LSC
INSI

Logan Stone Capital’s Insight Select Income Fund INSI Stock Holding History

Logan Stone Capital’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,354
Closed -$292K – 207
2022
Q4 		$292K Sell
19,354
-6,598
-25% -$100K 0.11% 164
2022
Q3 		$399K Buy
25,952
+2,377
+10% +$38.3K 0.26% 77
2022
Q2 		$379K Sell
23,575
-100
-0.4% -$1.67K 0.28% 81
2022
Q1 		$423K Buy
+23,675
New +$440K 0.3% 74

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Logan Stone Capital's INSI Position: Q1 2023 in Review

Logan Stone Capital sold out of Insight Select Income Fund (INSI) in Q1 2023, closing a stake of 19,354 shares — an estimated $292K sold.

Logan Stone Capital first reported a position in INSI in Q1 2022 and held it in 4 quarters. The position peaked at $423K in Q1 2022. 33 funds tracked by Wall St. Rank hold INSI as of Q1 2023.

  • Logan Stone Capital reported no remaining Insight Select Income Fund position as of Q1 2023 after selling out during the quarter.
  • Logan Stone Capital sold 19,354 Insight Select Income Fund shares in Q1 2023, an estimated $292K.
  • Logan Stone Capital first reported a position in Insight Select Income Fund in Q1 2022 and held it in 4 quarters.
  • Logan Stone Capital's Insight Select Income Fund position peaked at $423K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2023.

Based on Logan Stone Capital's 13F filing for Q1 2023, filed 15 May 2023.