OLVIG
SABA

Oliver Lagore Vanvalin Investment Group’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-117
Closed -$883 – 807
2023
Q4 		$883 Hold
117
– – ﹤0.01% 667
2023
Q3 		$899 Hold
117
– – ﹤0.01% 745
2023
Q2 		$965 Buy
+117
New +$983 ﹤0.01% 693

Other funds holding SABA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SABA Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2024, closing a stake of 117 shares — an estimated $883 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SABA in Q2 2023 and held it in 3 quarters. The position peaked at $965 in Q2 2023. 101 funds tracked by Wall St. Rank hold SABA as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 117 Saba Capital Income & Opportunities Fund II shares in Q1 2024, an estimated $883.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Saba Capital Income & Opportunities Fund II in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Saba Capital Income & Opportunities Fund II position peaked at $965 in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.