SIA
CIF

Sit Investment Associates’s MFS Intermediate High Income Fund CIF Stock Holding History

Sit Investment Associates’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.59M Buy
1,597,150
+145,115
+10% +$245K 0.05% 269
2025
Q4 		$2.47M Buy
1,452,035
+290,356
+25% +$503K 0.05% 285
2025
Q3 		$2.05M Buy
1,161,679
+200
+0% +$351 0.04% 307
2025
Q2 		$2.02M Buy
1,161,479
+34,916
+3% +$58.9K 0.04% 304
2025
Q1 		$1.93M Buy
1,126,563
+44,477
+4% +$76.9K 0.05% 314
2024
Q4 		$1.87M Buy
1,082,086
+488,365
+82% +$857K 0.04% 322
2024
Q3 		$1.06M Hold
593,721
– – 0.02% 379
2024
Q2 		$1.01M Sell
593,721
-31,465
-5% -$53.1K 0.02% 362
2024
Q1 		$1.08M Buy
625,186
+1,610
+0.3% +$2.76K 0.02% 352
2023
Q4 		$1.07M Buy
623,576
+155,736
+33% +$251K 0.03% 352
2023
Q3 		$735K Buy
467,840
+37,860
+9% +$62.4K 0.02% 365
2023
Q2 		$701K Buy
429,980
+136,011
+46% +$224K 0.02% 385
2023
Q1 		$494K Buy
293,969
+103,619
+54% +$184K 0.01% 415
2022
Q4 		$325K Buy
190,350
+65,350
+52% +$115K 0.01% 434
2022
Q3 		$214K Buy
+125,000
New +$243K 0.01% 444
2021
Q1 		– Sell
-606,158
Closed -$1.54M – 528
2020
Q4 		$1.54M Sell
606,158
-10,032
-2% -$24.6K 0.04% 320
2020
Q3 		$1.44M Buy
616,190
+476,445
+341% +$1.09M 0.04% 314
2020
Q2 		$300K Buy
139,745
+96,093
+220% +$204K 0.01% 398
2020
Q1 		$92K Buy
+43,652
New +$115K ﹤0.01% 486
2019
Q2 		– Sell
-400,759
Closed -$1.02M – 536
2019
Q1 		$1.02M Buy
400,759
+271,399
+210% +$648K 0.03% 338
2018
Q4 		$277K Buy
+129,360
New +$304K 0.01% 428
2018
Q3 		– Sell
-438
Closed -$1K – 542
2018
Q2 		$1K Buy
+438
New +$1.16K ﹤0.01% 534
2017
Q4 		– Sell
-504,423
Closed -$1.48M – 632
2017
Q3 		$1.48M Sell
504,423
-125,879
-20% -$362K 0.04% 321
2017
Q2 		$1.76M Sell
630,302
-118,126
-16% -$321K 0.04% 292
2017
Q1 		$1.98M Buy
748,428
+212,405
+40% +$553K 0.05% 280
2016
Q4 		$1.38M Buy
+536,023
New +$1.35M 0.04% 303

Other funds holding CIF

POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM

Sit Investment Associates's CIF Position: Q1 2026 in Review

Sit Investment Associates increased its MFS Intermediate High Income Fund (CIF) stake by 10% in Q1 2026, buying an estimated $245K and bringing the position to 1,597,150 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #269.

Sit Investment Associates first reported a position in CIF in Q4 2016 and has held it in 26 quarters since. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

  • Sit Investment Associates held 1,597,150 shares of MFS Intermediate High Income Fund worth $2.59M as of Q1 2026.
  • Sit Investment Associates bought 145,115 MFS Intermediate High Income Fund shares in Q1 2026, an estimated $245K.
  • MFS Intermediate High Income Fund made up 0.05% of Sit Investment Associates's portfolio in Q1 2026, its #269 holding.
  • Sit Investment Associates first reported a position in MFS Intermediate High Income Fund in Q4 2016 and has held it in 26 quarters since.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.