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Samalin Investment Counsel’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Samalin Investment Counsel’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
2023
Q2 		– Sell
-10,190
Closed -$253K – 289
2023
Q1 		$253K Sell
10,190
-1,676
-14% -$41.3K 0.15% 189
2022
Q4 		$288K Sell
11,866
-106
-0.9% -$2.58K 0.18% 162
2022
Q3 		$285K Sell
11,972
-192
-2% -$4.73K 0.21% 139
2022
Q2 		$293K Buy
12,164
+1,549
+15% +$39.1K 0.21% 146
2022
Q1 		$279K Buy
10,615
+1,052
+11% +$27.9K 0.17% 181
2021
Q4 		$260K Buy
9,563
+328
+4% +$8.92K 0.16% 190
2021
Q3 		$253K Buy
9,235
+501
+6% +$13.7K 0.16% 192
2021
Q2 		$241K Sell
8,734
-807
-8% -$22.1K 0.16% 201
2021
Q1 		$260K Buy
9,541
+981
+11% +$26.6K 0.17% 185
2020
Q4 		$231K Buy
+8,560
New +$226K 0.17% 192
2020
Q1 		– Sell
-8,787
Closed -$236K – 457
2019
Q4 		$236K Buy
+8,787
New +$235K 0.2% 131

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return