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MJP Associates’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MJP Associates’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,904
Closed -$329K – 142
2022
Q2 		$329K Buy
+7,904
New +$344K 0.09% 90

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Royal Bank of Canada
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

MJP Associates's SRLN Position: Q3 2022 in Review

MJP Associates sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 7,904 shares — an estimated $329K sold.

MJP Associates first reported a position in SRLN in Q2 2022 and held it in 1 quarter. The position peaked at $329K in Q2 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

  • MJP Associates reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • MJP Associates sold 7,904 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $329K.
  • MJP Associates first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and held it in 1 quarter.
  • MJP Associates's State Street Blackstone Senior Loan ETF position peaked at $329K in Q2 2022.
  • 518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on MJP Associates's 13F filing for Q3 2022, filed 12 Oct 2022.