Sit Investment Associates’s Clough Global Opportunities Fund GLO Stock Holding History

Sit Investment Associates’s Portfolio GLO Stock Details GLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.3M	Buy	3,112,158 +716,407	+30%	+$4.19M	0.35%	68
2025 Q4	$13.6M	Sell	2,395,751 -179,752	-7%	-$1.02M	0.27%	95
2025 Q3	$14.7M	Hold	2,575,503	–	–	0.3%	79
2025 Q2	$14M	Hold	2,575,503	–	–	0.3%	83
2025 Q1	$12.6M	Buy	2,575,503 +32,224	+1%	+$166K	0.3%	88
2024 Q4	$13M	Buy	2,543,279 +123,489	+5%	+$656K	0.3%	88
2024 Q3	$13.2M	Buy	2,419,790 +253,160	+12%	+$1.35M	0.29%	91
2024 Q2	$11.7M	Buy	2,166,630 +461,683	+27%	+$2.34M	0.27%	108
2024 Q1	$8.66M	Hold	1,704,947	–	–	0.2%	154
2023 Q4	$8.01M	Buy	1,704,947 +883,368	+108%	+$3.97M	0.2%	158
2023 Q3	$3.64M	Buy	821,579 +131,088	+19%	+$636K	0.1%	218
2023 Q2	$3.46M	Buy	690,491 +70,831	+11%	+$340K	0.09%	229
2023 Q1	$3.03M	Buy	+619,660	New	+$3.05M	0.08%	253
2021 Q3	–	Sell	-938,017	Closed	-$11.3M	–	497
2021 Q2	$11.3M	Sell	938,017 -25,007	-3%	-$314K	0.28%	111
2021 Q1	$11.8M	Sell	963,024 -207,610	-18%	-$2.55M	0.31%	94
2020 Q4	$13M	Buy	1,170,634 +165,416	+16%	+$1.67M	0.35%	79
2020 Q3	$9.39M	Buy	1,005,218 +219,010	+28%	+$2.05M	0.28%	106
2020 Q2	$6.85M	Buy	786,208 +579,749	+281%	+$4.66M	0.22%	139
2020 Q1	$1.48M	Buy	+206,459	New	+$1.87M	0.06%	290
2019 Q4	–	Sell	-800	Closed	-$7K	–	533
2019 Q3	$7K	Sell	800 -30,750	-97%	-$288K	﹤0.01%	520
2019 Q2	$295K	Buy	+31,550	New	+$302K	0.01%	422
2018 Q2	–	Sell	-153,253	Closed	-$1.64M	–	545
2018 Q1	$1.64M	Sell	153,253 -497,796	-76%	-$5.52M	0.04%	308
2017 Q4	$7.08M	Sell	651,049 -1,462,208	-69%	-$16.3M	0.17%	150
2017 Q3	$23.6M	Buy	2,113,257 +292,568	+16%	+$3.26M	0.59%	52
2017 Q2	$19.3M	Buy	1,820,689 +1,451,779	+394%	+$15.3M	0.48%	76
2017 Q1	$3.8M	Buy	+368,910	New	+$3.6M	0.09%	201
2015 Q1	–	Sell	-1,002,443	Closed	-$12.9M	–	437
2014 Q4	$12.9M	Buy	+1,002,443	New	+$12M	0.21%	124

Other funds holding GLO

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

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

Sit Investment Associates increased its Clough Global Opportunities Fund (GLO) stake by 30% in Q1 2026, buying an estimated $4.19M and bringing the position to 3,112,158 shares worth $17.3M. The position accounts for 0.35% of the portfolio, ranked #68.

Sit Investment Associates first reported a position in GLO in Q4 2014 and has held it in 27 quarters since. The position peaked at $23.6M in Q3 2017. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

Sit Investment Associates held 3,112,158 shares of Clough Global Opportunities Fund worth $17.3M as of Q1 2026.
Sit Investment Associates bought 716,407 Clough Global Opportunities Fund shares in Q1 2026, an estimated $4.19M.
Clough Global Opportunities Fund made up 0.35% of Sit Investment Associates's portfolio in Q1 2026, its #68 holding.
Sit Investment Associates first reported a position in Clough Global Opportunities Fund in Q4 2014 and has held it in 27 quarters since.
Sit Investment Associates's Clough Global Opportunities Fund position peaked at $23.6M in Q3 2017.
66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

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