Sanders Morris Harris’s Insight Select Income Fund INSI Stock Holding History

Sanders Morris Harris’s Portfolio INSI Stock Details INSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-19,734	Closed	-$309K	–	272
2023 Q2	$309K	Hold	19,734	–	–	0.07%	193
2023 Q1	$313K	Hold	19,734	–	–	0.11%	85
2022 Q4	$298K	Hold	19,734	–	–	0.11%	155
2022 Q3	$303K	Hold	19,734	–	–	0.07%	197
2022 Q2	$318K	Hold	19,734	–	–	0.07%	199
2022 Q1	$353K	Hold	19,734	–	–	0.07%	207
2021 Q4	$443K	Hold	19,734	–	–	0.08%	181
2021 Q3	$414K	Hold	19,734	–	–	0.08%	194
2021 Q2	$427K	Hold	19,734	–	–	0.08%	195
2021 Q1	$404K	Hold	19,734	–	–	0.09%	187
2020 Q4	$421K	Hold	19,734	–	–	0.1%	180
2020 Q3	$400K	Hold	19,734	–	–	0.11%	172
2020 Q2	$388K	Hold	19,734	–	–	0.19%	67
2020 Q1	$0	Hold	19,734	–	–	﹤0.01%	284
2019 Q4	$379K	Hold	19,734	–	–	0.09%	193
2019 Q3	$404K	Hold	19,734	–	–	0.1%	167
2019 Q2	$397K	Hold	19,734	–	–	0.1%	180
2019 Q1	$379K	Hold	19,734	–	–	0.18%	74
2018 Q4	$344K	Hold	19,734	–	–	0.19%	72
2018 Q3	$368K	Hold	19,734	–	–	0.17%	83
2018 Q2	$373K	Hold	19,734	–	–	0.17%	84
2018 Q1	$382K	Hold	19,734	–	–	0.16%	90
2017 Q4	$393K	Hold	19,734	–	–	0.17%	72
2017 Q3	$396K	Hold	19,734	–	–	0.17%	83
2017 Q2	$390K	Hold	19,734	–	–	0.16%	73
2017 Q1	$378K	Hold	19,734	–	–	0.14%	89
2016 Q4	$378K	Buy	+19,734	New	+$374K	0.18%	73

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Sanders Morris Harris's INSI Position: Q3 2023 in Review

Sanders Morris Harris sold out of Insight Select Income Fund (INSI) in Q3 2023, closing a stake of 19,734 shares — an estimated $309K sold.

Sanders Morris Harris first reported a position in INSI in Q4 2016 and held it in 27 quarters. The position peaked at $443K in Q4 2021. 34 funds tracked by Wall St. Rank hold INSI as of Q3 2023.

Sanders Morris Harris reported no remaining Insight Select Income Fund position as of Q3 2023 after selling out during the quarter.
Sanders Morris Harris sold 19,734 Insight Select Income Fund shares in Q3 2023, an estimated $309K.
Sanders Morris Harris first reported a position in Insight Select Income Fund in Q4 2016 and held it in 27 quarters.
Sanders Morris Harris's Insight Select Income Fund position peaked at $443K in Q4 2021.
34 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2023.

Based on Sanders Morris Harris's 13F filing for Q3 2023, filed 5 Oct 2023.