South Shore Capital Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

South Shore Capital Advisors’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$437K	Hold	49,033	–	–	1.02%	31
2022 Q2	$448K	Sell	49,033 -1,135	-2%	-$11K	0.94%	32
2022 Q1	$523K	Sell	50,168 -3,110	-6%	-$33.7K	0.85%	33
2021 Q4	$623K	Buy	53,278 +1,942	+4%	+$22.7K	1.02%	29
2021 Q3	$592K	Hold	51,336	–	–	1.07%	30
2021 Q2	$588K	Sell	51,336 -2,000	-4%	-$22.4K	1.04%	29
2021 Q1	$588K	Sell	53,336 -10,214	-16%	-$110K	0.58%	42
2020 Q4	$664K	Buy	+63,550	New	+$639K	0.66%	41

Other funds holding DSU

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

AAM

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

South Shore Capital Advisors's DSU Position: Q3 2022 in Review

South Shore Capital Advisors held its BlackRock Debt Strategies Fund (DSU) position steady in Q3 2022 at 49,033 shares worth $437K. The position accounts for 1.02% of the portfolio, ranked #31.

South Shore Capital Advisors first reported a position in DSU in Q4 2020 and has held it in 8 quarters since. The position peaked at $664K in Q4 2020. 99 funds tracked by Wall St. Rank hold DSU as of Q3 2022.

South Shore Capital Advisors held 49,033 shares of BlackRock Debt Strategies Fund worth $437K as of Q3 2022.
South Shore Capital Advisors left its BlackRock Debt Strategies Fund share count unchanged in Q3 2022.
BlackRock Debt Strategies Fund made up 1.02% of South Shore Capital Advisors's portfolio in Q3 2022, its #31 holding.
South Shore Capital Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's BlackRock Debt Strategies Fund position peaked at $664K in Q4 2020.
99 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.