SKK
TY icon

Shepherd Kaplan Krochuk’s TRI-Continental Corp TY Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,380
Closed -$272K – 189
2022
Q2 		$272K Hold
10,380
– – 0.12% 134
2022
Q1 		$320K Hold
10,380
– – 0.12% 130
2021
Q4 		$345K Hold
10,380
– – 0.13% 123
2021
Q3 		$346K Hold
10,380
– – 0.13% 119
2021
Q2 		$354K Hold
10,380
– – 0.13% 116
2021
Q1 		$337K Hold
10,380
– – 0.13% 113
2020
Q4 		$306K Hold
10,380
– – 0.12% 130
2020
Q3 		$269K Hold
10,380
– – 0.12% 131
2020
Q2 		$256K Buy
+10,380
New +$245K 0.12% 134

Other funds holding TY

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BFS
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BBPWM
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return