Riverbridge Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Riverbridge Partners’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,636	Closed	-$250K	–	183
2024 Q1	$250K	Sell	28,636 -45,302	-61%	-$385K	﹤0.01%	162
2023 Q4	$608K	Buy	73,938 +635	+0.9%	+$5.08K	0.01%	140
2023 Q3	$602K	Buy	+73,303	New	+$591K	0.01%	138

Other funds holding JFR

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

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

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

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

Riverbridge Partners's JFR Position: Q2 2024 in Review

Riverbridge Partners sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2024, closing a stake of 28,636 shares — an estimated $250K sold.

Riverbridge Partners first reported a position in JFR in Q3 2023 and held it in 3 quarters. The position peaked at $608K in Q4 2023. 170 funds tracked by Wall St. Rank hold JFR as of Q2 2024.

Riverbridge Partners reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2024 after selling out during the quarter.
Riverbridge Partners sold 28,636 Nuveen Floating Rate Income Fund shares in Q2 2024, an estimated $250K.
Riverbridge Partners first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 3 quarters.
Riverbridge Partners's Nuveen Floating Rate Income Fund position peaked at $608K in Q4 2023.
170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2024.

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