Pinnacle Associates’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Pinnacle Associates’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41,885	Closed	-$933K	–	793
2022 Q4	$933K	Sell	41,885 -2,185	-5%	-$48.1K	0.02%	409
2022 Q3	$959K	Sell	44,070 -3,260	-7%	-$73.8K	0.02%	401
2022 Q2	$1.06M	Sell	47,330 -2,650	-5%	-$60K	0.02%	397
2022 Q1	$1.16M	Buy	49,980 +250	+0.5%	+$6.05K	0.02%	421
2021 Q4	$1.25M	Buy	49,730 +8,245	+20%	+$206K	0.02%	411
2021 Q3	$1.04M	Sell	41,485 -400	-1%	-$10.2K	0.02%	432
2021 Q2	$1.07M	Buy	41,885 +2,900	+7%	+$73.1K	0.02%	423
2021 Q1	$976K	Buy	38,985 +1,000	+3%	+$25.1K	0.02%	424
2020 Q4	$942K	Buy	37,985 +6,245	+20%	+$153K	0.02%	401
2020 Q3	$774K	Buy	31,740 +5,355	+20%	+$130K	0.02%	418
2020 Q2	$628K	Buy	26,385 +2,480	+10%	+$56.4K	0.02%	453
2020 Q1	$538K	Sell	23,905 -4,245	-15%	-$104K	0.02%	451
2019 Q4	$709K	Buy	28,150 +15,850	+129%	+$399K	0.02%	480
2019 Q3	$310K	Buy	12,300 +3,800	+45%	+$95.6K	0.01%	597
2019 Q2	$213K	Buy	+8,500	New	+$211K	0.01%	659

Other funds holding SHYD

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Pinnacle Associates's SHYD Position: Q1 2023 in Review

Pinnacle Associates sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2023, closing a stake of 41,885 shares — an estimated $933K sold.

Pinnacle Associates first reported a position in SHYD in Q2 2019 and held it in 15 quarters. The position peaked at $1.25M in Q4 2021. 113 funds tracked by Wall St. Rank hold SHYD as of Q1 2023.

Pinnacle Associates reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
Pinnacle Associates sold 41,885 VanEck Short High Yield Muni ETF shares in Q1 2023, an estimated $933K.
Pinnacle Associates first reported a position in VanEck Short High Yield Muni ETF in Q2 2019 and held it in 15 quarters.
Pinnacle Associates's VanEck Short High Yield Muni ETF position peaked at $1.25M in Q4 2021.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2023.

Based on Pinnacle Associates's 13F filing for Q1 2023, filed 5 May 2023.