Pinnacle Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Pinnacle Associates’s Portfolio SJNK Stock Details SJNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,530	Closed	-$206K	–	811
2021 Q3	$206K	Hold	7,530	–	–	﹤0.01%	731
2021 Q2	$208K	Hold	7,530	–	–	﹤0.01%	729
2021 Q1	$206K	Hold	7,530	–	–	﹤0.01%	704
2020 Q4	$203K	Sell	7,530 -2,520	-25%	-$66.5K	﹤0.01%	676
2020 Q3	$260K	Buy	+10,050	New	+$259K	0.01%	593
2020 Q1	–	Sell	-8,020	Closed	-$216K	–	718
2019 Q4	$216K	Buy	+8,020	New	+$215K	﹤0.01%	661
2016 Q2	–	Sell	-12,089	Closed	-$312K	–	655
2016 Q1	$312K	Hold	12,089	–	–	0.01%	520
2015 Q4	$311K	Sell	12,089 -13,176	-52%	-$351K	0.01%	533
2015 Q3	$681K	Sell	25,265 -16,900	-40%	-$473K	0.02%	419
2015 Q2	$1.22M	Sell	42,165 -13,450	-24%	-$393K	0.02%	344
2015 Q1	$1.62M	Buy	55,615 +1,765	+3%	+$51.4K	0.03%	303
2014 Q4	$1.56M	Buy	+53,850	New	+$1.59M	0.03%	307

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Associates's SJNK Position: Q4 2021 in Review

Pinnacle Associates sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2021, closing a stake of 7,530 shares — an estimated $206K sold.

Pinnacle Associates first reported a position in SJNK in Q4 2014 and held it in 12 quarters. The position peaked at $1.62M in Q1 2015. 360 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

Pinnacle Associates reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Pinnacle Associates sold 7,530 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2021, an estimated $206K.
Pinnacle Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2014 and held it in 12 quarters.
Pinnacle Associates's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.62M in Q1 2015.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on Pinnacle Associates's 13F filing for Q4 2021, filed 2 Feb 2022.