Sit Investment Associates’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-493,873
Closed -$8.41M 534
2022
Q2
$8.41M Buy
493,873
+122,702
+33% +$2.15M 0.26% 112
2022
Q1
$6.87M Buy
371,171
+11,080
+3% +$213K 0.19% 159
2021
Q4
$7.42M Buy
360,091
+144,009
+67% +$2.94M 0.17% 163
2021
Q3
$4.42M Buy
216,082
+88,190
+69% +$1.8M 0.11% 216
2021
Q2
$2.58M Buy
+127,892
New +$2.53M 0.06% 274

Other funds holding DYFN

Sit Investment Associates's DYFN Position: Q3 2022 in Review

Sit Investment Associates sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q3 2022, closing a stake of 493,873 shares — an estimated $8.41M sold.

Sit Investment Associates first reported a position in DYFN in Q2 2021 and held it in 5 quarters. The position peaked at $8.41M in Q2 2022. 1 fund tracked by Wall St. Rank holds DYFN as of Q3 2022.

  • Sit Investment Associates reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q3 2022 after selling out during the quarter.
  • Sit Investment Associates sold 493,873 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q3 2022, an estimated $8.41M.
  • Sit Investment Associates first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q2 2021 and held it in 5 quarters.
  • Sit Investment Associates's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $8.41M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q3 2022.

Based on Sit Investment Associates's 13F filing for Q3 2022, filed 10 Nov 2022.