PRI
DHY

Prepared Retirement Institute’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Prepared Retirement Institute’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,709
Closed -$34.5K – 81
2024
Q2 		$34.5K Hold
1,709
– – 0.02% 80
2024
Q1 		$34.5K Sell
1,709
-61
-3% -$1.22K 0.03% 69
2023
Q4 		$35K Buy
+1,770
New +$33.4K 0.03% 75

Other funds holding DHY

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prepared Retirement Institute's DHY Position: Q3 2024 in Review

Prepared Retirement Institute sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q3 2024, closing a stake of 1,709 shares — an estimated $34.5K sold.

Prepared Retirement Institute first reported a position in DHY in Q4 2023 and held it in 3 quarters. The position peaked at $35K in Q4 2023. 63 funds tracked by Wall St. Rank hold DHY as of Q3 2024.

  • Prepared Retirement Institute reported no remaining UBS Asset Management High Yield Credit Fund position as of Q3 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 1,709 UBS Asset Management High Yield Credit Fund shares in Q3 2024, an estimated $34.5K.
  • Prepared Retirement Institute first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2023 and held it in 3 quarters.
  • Prepared Retirement Institute's UBS Asset Management High Yield Credit Fund position peaked at $35K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q3 2024.

Based on Prepared Retirement Institute's 13F filing for Q3 2024, filed 13 Feb 2025.