SIA
AIF

Sit Investment Associates’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Sit Investment Associates’s Portfolio AIF Stock Details AIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,436
Closed -$73K – 551
2023
Q3 		$73K Hold
5,436
– – ﹤0.01% 497
2023
Q2 		$69K Hold
5,436
– – ﹤0.01% 511
2023
Q1 		$66K Hold
5,436
– – ﹤0.01% 501
2022
Q4 		$66K Buy
+5,436
New +$66.1K ﹤0.01% 508
2022
Q1 		– Sell
-480,918
Closed -$7.37M – 536
2021
Q4 		$7.37M Sell
480,918
-8,416
-2% -$132K 0.17% 165
2021
Q3 		$7.74M Sell
489,334
-46,211
-9% -$722K 0.2% 149
2021
Q2 		$8.38M Sell
535,545
-1,961
-0.4% -$29.9K 0.21% 154
2021
Q1 		$8M Buy
537,506
+86,608
+19% +$1.27M 0.21% 149
2020
Q4 		$6.53M Buy
450,898
+201,835
+81% +$2.71M 0.18% 174
2020
Q3 		$3.17M Buy
+249,063
New +$3.14M 0.09% 239
2020
Q2 		– Sell
-626
Closed -$7K – 552
2020
Q1 		$7K Buy
+626
New +$8.92K ﹤0.01% 526
2017
Q2 		– Sell
-58,275
Closed -$960K – 659
2017
Q1 		$960K Sell
58,275
-1,500
-3% -$23.9K 0.02% 359
2016
Q4 		$924K Buy
+59,775
New +$907K 0.02% 339

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GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return