Sit Investment Associates’s Nuveen Preferred and Income Fund JPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-168,009	Closed	-$2.64M	–	555
2023 Q3	$2.64M	Buy	168,009 +49,702	+42%	+$795K	0.07%	254
2023 Q2	$1.91M	Buy	118,307 +17,927	+18%	+$285K	0.05%	297
2023 Q1	$1.66M	Buy	100,380 +26,880	+37%	+$491K	0.05%	316
2022 Q4	$1.3M	Buy	73,500 +69,456	+1,718%	+$1.24M	0.04%	333
2022 Q3	$74K	Buy	+4,044	New	+$78.4K	﹤0.01%	492
2022 Q1	–	Sell	-247,101	Closed	-$6.07M	–	537
2021 Q4	$6.07M	Buy	247,101 +178,430	+260%	+$4.4M	0.14%	194
2021 Q3	$1.71M	Buy	68,671 +14,317	+26%	+$360K	0.04%	313
2021 Q2	$1.36M	Buy	54,354 +13,083	+32%	+$323K	0.03%	337
2021 Q1	$1.01M	Buy	41,271 +10,123	+32%	+$246K	0.03%	358
2020 Q4	$758K	Buy	31,148 +10,757	+53%	+$253K	0.02%	372
2020 Q3	$468K	Buy	+20,391	New	+$465K	0.01%	387

Sit Investment Associates's JPT Position: Q4 2023 in Review

Sit Investment Associates sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 168,009 shares — an estimated $2.64M sold.

Sit Investment Associates first reported a position in JPT in Q3 2020 and held it in 11 quarters. The position peaked at $6.07M in Q4 2021. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.

Sit Investment Associates reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
Sit Investment Associates sold 168,009 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $2.64M.
Sit Investment Associates first reported a position in Nuveen Preferred and Income Fund in Q3 2020 and held it in 11 quarters.
Sit Investment Associates's Nuveen Preferred and Income Fund position peaked at $6.07M in Q4 2021.
0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.

Based on Sit Investment Associates's 13F filing for Q4 2023, filed 13 Feb 2024.