Neuberger Berman Group

Neuberger Berman Group’s TRI-Continental Corp TY Stock Holding History

Neuberger Berman Group’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,513	Closed	-$417K	–	1941
2022 Q1	$417K	Buy	13,513 +263	+2%	+$8.15K	﹤0.01%	1591
2021 Q4	$440K	Hold	13,250	–	–	﹤0.01%	1582
2021 Q3	$442K	Hold	13,250	–	–	﹤0.01%	1497
2021 Q2	$452K	Sell	13,250 -22	-0.2%	-$745	﹤0.01%	1500
2021 Q1	$430K	Hold	13,272	–	–	﹤0.01%	1517
2020 Q4	$391K	Hold	13,272	–	–	﹤0.01%	1452
2020 Q3	$344K	Buy	+13,272	New	+$345K	﹤0.01%	1422

Other funds holding TY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return