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GDO

NewEdge Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

NewEdge Advisors’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Sell
19,670
-600
-3% -$6.8K ﹤0.01% 2568
2025
Q4 		$239K Hold
20,270
– – ﹤0.01% 2472
2025
Q3 		$241K Hold
20,270
– – ﹤0.01% 2310
2025
Q2 		$239K Hold
20,270
– – ﹤0.01% 2131
2025
Q1 		$235K Hold
20,270
– – ﹤0.01% 2024
2024
Q4 		$230K Sell
20,270
-1,300
-6% -$15.4K ﹤0.01% 2017
2024
Q3 		$278K Sell
21,570
-3,200
-13% -$40.5K ﹤0.01% 1856
2024
Q2 		$302K Buy
24,770
+100
+0.4% +$1.22K ﹤0.01% 1716
2024
Q1 		$308K Buy
24,670
+2,800
+13% +$35.2K ﹤0.01% 1628
2023
Q4 		$272K Buy
21,870
+5,270
+32% +$62.6K ﹤0.01% 1584
2023
Q3 		$197K Sell
16,600
-12,100
-42% -$148K ﹤0.01% 1637
2023
Q2 		$355K Buy
28,700
+500
+2% +$6.2K ﹤0.01% 1385
2023
Q1 		$356K Buy
28,200
+300
+1% +$3.89K ﹤0.01% 1291
2022
Q4 		$356K Sell
27,900
-900
-3% -$11K 0.01% 929
2022
Q3 		$321K Buy
28,800
+1,500
+5% +$20.3K 0.01% 1169
2022
Q2 		$370K Buy
27,300
+1,500
+6% +$21.4K 0.01% 1118
2022
Q1 		$383K Buy
25,800
+2,700
+12% +$43.3K 0.01% 910
2021
Q4 		$404K Buy
+23,100
New +$409K 0.01% 1177

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $117M AUM 0.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return