Sit Investment Associates’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$74.3M Sell
22,711,260
-18,028
-0.1% -$59.1K 1.51% 14
2025
Q4
$75.9M Sell
22,729,288
-761,587
-3% -$2.54M 1.49% 13
2025
Q3
$80.8M Sell
23,490,875
-147,329
-0.6% -$496K 1.64% 11
2025
Q2
$79.2M Buy
23,638,204
+562,919
+2% +$1.86M 1.69% 11
2025
Q1
$76.6M Buy
23,075,285
+90,977
+0.4% +$300K 1.8% 8
2024
Q4
$74.9M Buy
22,984,308
+223,036
+1% +$735K 1.7% 7
2024
Q3
$77.2M Buy
22,761,272
+1,399,590
+7% +$4.65M 1.72% 6
2024
Q2
$68.9M Sell
21,361,682
-545,305
-2% -$1.72M 1.59% 5
2024
Q1
$70.1M Buy
21,906,987
+1,154,840
+6% +$3.7M 1.61% 6
2023
Q4
$66.2M Buy
20,752,147
+863,617
+4% +$2.64M 1.62% 6
2023
Q3
$60.1M Buy
19,888,530
+1,342,000
+7% +$4.21M 1.65% 6
2023
Q2
$58.6M Buy
18,546,530
+616,013
+3% +$1.94M 1.53% 7
2023
Q1
$57M Buy
17,930,517
+677,134
+4% +$2.2M 1.55% 6
2022
Q4
$55.2M Buy
17,253,383
+224,502
+1% +$738K 1.55% 6
2022
Q3
$55.3M Buy
17,028,881
+1,948,042
+13% +$6.68M 1.65% 6
2022
Q2
$51.4M Buy
15,080,839
+895,970
+6% +$3.11M 1.56% 8
2022
Q1
$50.8M Sell
14,184,869
-38,610
-0.3% -$140K 1.37% 8
2021
Q4
$56.2M Buy
14,223,479
+720,339
+5% +$2.86M 1.32% 8
2021
Q3
$55M Buy
13,503,140
+452,459
+3% +$1.87M 1.42% 8
2021
Q2
$54.7M Buy
13,050,681
+145,035
+1% +$614K 1.35% 8
2021
Q1
$55.8M Buy
12,905,646
+815,893
+7% +$3.44M 1.46% 7
2020
Q4
$51.1M Buy
12,089,753
+580,993
+5% +$2.4M 1.38% 8
2020
Q3
$47.3M Buy
11,508,760
+1,757,351
+18% +$7.3M 1.39% 8
2020
Q2
$39.8M Buy
9,751,409
+1,626,581
+20% +$6.91M 1.25% 9
2020
Q1
$33.1M Sell
8,124,828
-615,441
-7% -$2.79M 1.26% 10
2019
Q4
$41.4M Sell
8,740,269
-73,433
-0.8% -$345K 1.18% 10
2019
Q3
$40.5M Buy
8,813,702
+845,408
+11% +$3.88M 1.24% 11
2019
Q2
$36.6M Sell
7,968,294
-355,044
-4% -$1.61M 1.13% 13
2019
Q1
$37.8M Sell
8,323,338
-627,480
-7% -$2.79M 1.2% 12
2018
Q4
$38M Sell
8,950,818
-704,586
-7% -$3.1M 1.22% 11
2018
Q3
$43.6M Sell
9,655,404
-256,690
-3% -$1.18M 1.12% 14
2018
Q2
$46.3M Sell
9,912,094
-553,617
-5% -$2.62M 1.19% 10
2018
Q1
$49.2M Buy
10,465,711
+143,052
+1% +$681K 1.21% 13
2017
Q4
$49.2M Buy
10,322,659
+757,349
+8% +$3.59M 1.17% 14
2017
Q3
$45.2M Buy
9,565,310
+715,953
+8% +$3.39M 1.12% 15
2017
Q2
$41.4M Sell
8,849,357
-174,530
-2% -$831K 1.02% 14
2017
Q1
$42.3M Buy
9,023,887
+340,248
+4% +$1.59M 1.06% 13
2016
Q4
$40M Sell
8,683,639
-59,732
-0.7% -$265K 1.05% 16
2016
Q3
$38.6M Buy
8,743,371
+157,288
+2% +$699K 1.02% 18
2016
Q2
$37.2M Buy
8,586,083
+607,745
+8% +$2.66M 0.99% 20
2016
Q1
$35.1M Buy
7,978,338
+584,452
+8% +$2.51M 0.64% 57
2015
Q4
$33.6M Buy
7,393,886
+421,574
+6% +$1.92M 0.63% 59
2015
Q3
$31.4M Buy
6,972,312
+258,317
+4% +$1.2M 0.59% 71
2015
Q2
$31.7M Sell
6,713,995
-95,950
-1% -$464K 0.58% 69
2015
Q1
$33.4M Buy
6,809,945
+606,327
+10% +$2.93M 0.58% 68
2014
Q4
$29.8M Buy
6,203,618
+1,915,536
+45% +$9.51M 0.5% 80
2014
Q3
$21.6M Buy
4,288,082
+508
+0% +$2.57K 0.38% 94
2014
Q2
$22.1M Buy
4,287,574
+188,178
+5% +$965K 0.38% 94
2014
Q1
$21.1M Buy
4,099,396
+582,381
+17% +$2.95M 0.37% 91
2013
Q4
$17.7M Buy
3,517,015
+1,440,846
+69% +$7.17M 0.32% 103
2013
Q3
$10.1M Buy
2,076,169
+103,928
+5% +$512K 0.19% 134
2013
Q2
$9.82M Buy
+1,972,241
New +$10.1M 0.2% 127

Other funds holding PIM

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

Sit Investment Associates reduced its Franklin Master Intermediate Income Trust (PIM) stake by 0.08% in Q1 2026, selling an estimated $59.1K and leaving 22,711,260 shares worth $74.3M. The position accounts for 1.51% of the portfolio, ranked #14.

Sit Investment Associates first reported a position in PIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.8M in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Sit Investment Associates held 22,711,260 shares of Franklin Master Intermediate Income Trust worth $74.3M as of Q1 2026.
  • Sit Investment Associates sold 18,028 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $59.1K.
  • Franklin Master Intermediate Income Trust made up 1.51% of Sit Investment Associates's portfolio in Q1 2026, its #14 holding.
  • Sit Investment Associates first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 52 quarters since.
  • Sit Investment Associates's Franklin Master Intermediate Income Trust position peaked at $80.8M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

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