Parallel Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Parallel Advisors’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26	Closed	-$431	–	3542
2024 Q3	$431	Buy	26 +1	+4%	+$16	﹤0.01%	3203
2024 Q2	$402	Hold	25	–	–	﹤0.01%	3120
2024 Q1	$397	Buy	25 +1	+4%	+$15	﹤0.01%	3089
2023 Q4	$362	Buy	24 +1	+4%	+$14	﹤0.01%	3101
2023 Q3	$348	Hold	23	–	–	﹤0.01%	3166
2023 Q2	$335	Buy	23 +1	+5%	+$14	﹤0.01%	3176
2023 Q1	$315	Buy	22 +1	+5%	+$14	﹤0.01%	3223
2022 Q4	$288	Hold	21	–	–	﹤0.01%	3131
2022 Q3	$0	Hold	21	–	–	﹤0.01%	3221
2022 Q2	$0	Buy	21 +1	+5%	+$15	﹤0.01%	3065
2022 Q1	$0	Hold	20	–	–	﹤0.01%	3036
2021 Q4	$0	Buy	+20	New	+$382	﹤0.01%	3132

Other funds holding DLY

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Parallel Advisors's DLY Position: Q4 2024 in Review

Parallel Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2024, closing a stake of 26 shares — an estimated $431 sold.

Parallel Advisors first reported a position in DLY in Q4 2021 and held it in 12 quarters. The position peaked at $431 in Q3 2024. 82 funds tracked by Wall St. Rank hold DLY as of Q4 2024.

Parallel Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Parallel Advisors sold 26 DoubleLine Yield Opportunities Fund shares in Q4 2024, an estimated $431.
Parallel Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q4 2021 and held it in 12 quarters.
Parallel Advisors's DoubleLine Yield Opportunities Fund position peaked at $431 in Q3 2024.
82 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.