SFS
DHY

Shaker Financial Services’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Shaker Financial Services’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
2025
Q3 		– Sell
-55,339
Closed -$118K – 155
2025
Q2 		$118K Buy
+55,339
New +$113K 0.04% 145
2022
Q4 		– Sell
-155,239
Closed -$273K – 151
2022
Q3 		$273K Sell
155,239
-262,482
-63% -$507K 0.13% 120
2022
Q2 		$789K Buy
417,721
+26,493
+7% +$53.3K 0.38% 72
2022
Q1 		$853K Buy
391,228
+98,542
+34% +$225K 0.32% 86
2021
Q4 		$723K Buy
292,686
+65,372
+29% +$162K 0.26% 102
2021
Q3 		$561K Sell
227,314
-80,194
-26% -$201K 0.22% 103
2021
Q2 		$772K Buy
307,508
+186,441
+154% +$461K 0.29% 104
2021
Q1 		$292K Sell
121,067
-326,368
-73% -$765K 0.12% 144
2020
Q4 		$1.02M Buy
+447,435
New +$994K 0.43% 80
2020
Q3 		– Sell
-634,077
Closed -$1.27M – 165
2020
Q2 		$1.27M Buy
634,077
+248,917
+65% +$473K 0.7% 49
2020
Q1 		$705K Buy
385,160
+187,198
+95% +$429K 0.48% 74
2019
Q4 		$495K Buy
+197,962
New +$499K 0.23% 91
2019
Q1 		– Sell
-16,000
Closed -$35K – 122
2018
Q4 		$35K Buy
+16,000
New +$37.8K 0.02% 122
2017
Q2 		– Sell
-202,995
Closed -$542K – 110
2017
Q1 		$542K Sell
202,995
-377,976
-65% -$1.02M 0.31% 81
2016
Q4 		$1.55M Buy
+580,971
New +$1.44M 0.92% 43
2015
Q4 		– Sell
-15,700
Closed -$36K – 103
2015
Q3 		$36K Buy
+15,700
New +$38.1K 0.03% 96
2015
Q2 		– Sell
-258,233
Closed -$718K – 122
2015
Q1 		$718K Buy
258,233
+189,604
+276% +$525K 0.45% 72
2014
Q4 		$192K Buy
+68,629
New +$206K 0.12% 121

Other funds holding DHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $29.2B AUM 20.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Shaker Financial Services's DHY Position: Q3 2025 in Review

Shaker Financial Services sold out of Credit Suisse High Yield Credit Fund (DHY) in Q3 2025, closing a stake of 55,339 shares — an estimated $118K sold.

Shaker Financial Services first reported a position in DHY in Q4 2014 and held it in 18 quarters. The position peaked at $1.55M in Q4 2016. 75 funds tracked by Wall St. Rank hold DHY as of Q3 2025.

  • Shaker Financial Services reported no remaining Credit Suisse High Yield Credit Fund position as of Q3 2025 after selling out during the quarter.
  • Shaker Financial Services sold 55,339 Credit Suisse High Yield Credit Fund shares in Q3 2025, an estimated $118K.
  • Shaker Financial Services first reported a position in Credit Suisse High Yield Credit Fund in Q4 2014 and held it in 18 quarters.
  • Shaker Financial Services's Credit Suisse High Yield Credit Fund position peaked at $1.55M in Q4 2016.
  • 75 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q3 2025.

Based on Shaker Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.