Sit Investment Associates’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-284,000	Closed	-$2.42M	–	538
2023 Q4	$2.42M	Buy	+284,000	New	+$2.35M	0.06%	283
2021 Q3	–	Sell	-404,802	Closed	-$3.97M	–	500
2021 Q2	$3.97M	Sell	404,802 -389,475	-49%	-$3.75M	0.1%	235
2021 Q1	$7.6M	Buy	794,277 +441,134	+125%	+$3.96M	0.2%	154
2020 Q4	$3.09M	Buy	+353,143	New	+$2.99M	0.08%	255

Other funds holding IGA

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Sit Investment Associates's IGA Position: Q1 2024 in Review

Sit Investment Associates sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2024, closing a stake of 284,000 shares — an estimated $2.42M sold.

Sit Investment Associates first reported a position in IGA in Q4 2020 and held it in 4 quarters. The position peaked at $7.6M in Q1 2021. 38 funds tracked by Wall St. Rank hold IGA as of Q1 2024.

Sit Investment Associates reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Sit Investment Associates sold 284,000 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2024, an estimated $2.42M.
Sit Investment Associates first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2020 and held it in 4 quarters.
Sit Investment Associates's Voya Global Advantage and Premium Opportunity Fund position peaked at $7.6M in Q1 2021.
38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2024.

Based on Sit Investment Associates's 13F filing for Q1 2024, filed 14 May 2024.