Riverbridge Partners’s Carlyle Credit Income Fund CCIF Stock Holding History

Riverbridge Partners’s Portfolio CCIF Stock Details CCIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-34,098	Closed	-$268K	–	180
2024 Q1	$268K	Sell	34,098 -36,511	-52%	-$292K	﹤0.01%	156
2023 Q4	$561K	Buy	70,609 +628	+0.9%	+$4.87K	0.01%	147
2023 Q3	$572K	Sell	69,981 -32,684	-32%	-$267K	0.01%	140
2023 Q2	$1.02M	Sell	102,665 -8,024	-7%	-$79.2K	0.01%	116
2023 Q1	$1.09M	Buy	110,689 +2,223	+2%	+$21.6K	0.02%	118
2022 Q4	$945K	Buy	108,466 +5,139	+5%	+$45.2K	0.01%	127
2022 Q3	$922K	Buy	103,327 +2,425	+2%	+$22.8K	0.01%	126
2022 Q2	$943K	Buy	+100,902	New	+$957K	0.02%	128

Other funds holding CCIF

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $97.7M AUM 14.21% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

Riverbridge Partners's CCIF Position: Q2 2024 in Review

Riverbridge Partners sold out of Carlyle Credit Income Fund (CCIF) in Q2 2024, closing a stake of 34,098 shares — an estimated $268K sold.

Riverbridge Partners first reported a position in CCIF in Q2 2022 and held it in 8 quarters. The position peaked at $1.09M in Q1 2023. 22 funds tracked by Wall St. Rank hold CCIF as of Q2 2024.

Riverbridge Partners reported no remaining Carlyle Credit Income Fund position as of Q2 2024 after selling out during the quarter.
Riverbridge Partners sold 34,098 Carlyle Credit Income Fund shares in Q2 2024, an estimated $268K.
Riverbridge Partners first reported a position in Carlyle Credit Income Fund in Q2 2022 and held it in 8 quarters.
Riverbridge Partners's Carlyle Credit Income Fund position peaked at $1.09M in Q1 2023.
22 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2024.

Based on Riverbridge Partners's 13F filing for Q2 2024, filed 17 Jul 2024.