MCC
DHY

Money Concepts Capital’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,762
Closed -$31K – 1049
2022
Q4 		$31K Buy
+1,762
New +$32.3K ﹤0.01% 1455
2022
Q2 		– Sell
-1,724
Closed -$38K – 1704
2022
Q1 		$38K Buy
+1,724
New +$39.4K ﹤0.01% 1336
2021
Q1 		– Sell
-1,384
Closed -$32K – 723
2020
Q4 		$32K Buy
+1,384
New +$30.8K ﹤0.01% 549

Other funds holding DHY

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Money Concepts Capital's DHY Position: Q1 2023 in Review

Money Concepts Capital sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2023, closing a stake of 1,762 shares — an estimated $31K sold.

Money Concepts Capital first reported a position in DHY in Q4 2020 and held it in 3 quarters. The position peaked at $38K in Q1 2022. 68 funds tracked by Wall St. Rank hold DHY as of Q1 2023.

  • Money Concepts Capital reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,762 UBS Asset Management High Yield Credit Fund shares in Q1 2023, an estimated $31K.
  • Money Concepts Capital first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2020 and held it in 3 quarters.
  • Money Concepts Capital's UBS Asset Management High Yield Credit Fund position peaked at $38K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.