SIA
GDO

Sit Investment Associates’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Sit Investment Associates’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,245,063
Closed -$16M – 538
2024
Q3 		$16M Buy
1,245,063
+13,761
+1% +$174K 0.36% 78
2024
Q2 		$15M Buy
1,231,302
+83,111
+7% +$1.01M 0.35% 81
2024
Q1 		$14.3M Buy
1,148,191
+383
+0% +$4.81K 0.33% 90
2023
Q4 		$14.7M Buy
1,147,808
+163,401
+17% +$1.94M 0.36% 83
2023
Q3 		$11.7M Buy
984,407
+193,583
+24% +$2.37M 0.32% 93
2023
Q2 		$9.78M Buy
790,824
+116,300
+17% +$1.44M 0.26% 115
2023
Q1 		$8.57M Buy
674,524
+277,080
+70% +$3.59M 0.23% 133
2022
Q4 		$5.08M Buy
397,444
+346,680
+683% +$4.23M 0.14% 182
2022
Q3 		$566K Buy
+50,764
New +$687K 0.02% 376
2022
Q2 		– Sell
-12,929
Closed -$192K – 521
2022
Q1 		$192K Sell
12,929
-91,809
-88% -$1.47M 0.01% 468
2021
Q4 		$1.83M Buy
+104,738
New +$1.85M 0.04% 315
2020
Q1 		– Sell
-35,943
Closed -$655K – 544
2019
Q4 		$655K Hold
35,943
– – 0.02% 373
2019
Q3 		$626K Hold
35,943
– – 0.02% 368
2019
Q2 		$616K Hold
35,943
– – 0.02% 381
2019
Q1 		$592K Hold
35,943
– – 0.02% 382
2018
Q4 		$538K Hold
35,943
– – 0.02% 384
2018
Q3 		$582K Sell
35,943
-100
-0.3% -$1.64K 0.01% 374
2018
Q2 		$604K Sell
36,043
-4,256
-11% -$70.7K 0.02% 399
2018
Q1 		$674K Sell
40,299
-13,105
-25% -$226K 0.02% 387
2017
Q4 		$961K Sell
53,404
-29,151
-35% -$529K 0.02% 371
2017
Q3 		$1.5M Hold
82,555
– – 0.04% 319
2017
Q2 		$1.47M Sell
82,555
-5,062
-6% -$90K 0.04% 316
2017
Q1 		$1.53M Buy
87,617
+2,400
+3% +$41.6K 0.04% 313
2016
Q4 		$1.46M Sell
85,217
-3,084
-3% -$52.7K 0.04% 295
2016
Q3 		$1.56M Buy
88,301
+1,000
+1% +$17.6K 0.04% 263
2016
Q2 		$1.49M Buy
+87,301
New +$1.48M 0.04% 271

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sit Investment Associates's GDO Position: Q4 2024 in Review

Sit Investment Associates sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 1,245,063 shares — an estimated $16M sold.

Sit Investment Associates first reported a position in GDO in Q2 2016 and held it in 26 quarters. The position peaked at $16M in Q3 2024. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Sit Investment Associates reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Sit Investment Associates sold 1,245,063 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $16M.
  • Sit Investment Associates first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2016 and held it in 26 quarters.
  • Sit Investment Associates's Western Asset Global Corporate Defined Opportunity Fund position peaked at $16M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Sit Investment Associates's 13F filing for Q4 2024, filed 13 Feb 2025.