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SJS Investment Consulting’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

SJS Investment Consulting’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75
Closed -$1.84K – 1580
2022
Q4 		$1.8K Hold
75
– – ﹤0.01% 671
2022
Q3 		$2K Buy
+75
New +$1.97K ﹤0.01% 549
2022
Q1 		$2K Hold
75
– – ﹤0.01% 529
2021
Q4 		$2K Buy
+75
New +$2.1K ﹤0.01% 481

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $349M AUM 10.46% 1-Year Est. Return

SJS Investment Consulting's UTF Position: Q1 2023 in Review

SJS Investment Consulting sold out of Cohen & Steers Infrastructure Fund (UTF) in Q1 2023, closing a stake of 75 shares — an estimated $1.84K sold.

SJS Investment Consulting first reported a position in UTF in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 186 funds tracked by Wall St. Rank hold UTF as of Q1 2023.

  • SJS Investment Consulting reported no remaining Cohen & Steers Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 75 Cohen & Steers Infrastructure Fund shares in Q1 2023, an estimated $1.84K.
  • SJS Investment Consulting first reported a position in Cohen & Steers Infrastructure Fund in Q4 2021 and held it in 4 quarters.
  • SJS Investment Consulting's Cohen & Steers Infrastructure Fund position peaked at $2K in Q3 2022.
  • 186 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2023.

Based on SJS Investment Consulting's 13F filing for Q1 2023, filed 20 Apr 2023.