SFG
DHY

Sowa Financial Group’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Sowa Financial Group’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,745
Closed -$38K – 43
2022
Q1 		$38K Buy
1,745
+36
+2% +$822 0.02% 67
2021
Q4 		$42K Buy
+1,709
New +$42.4K 0.02% 71

Other funds holding DHY

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowa Financial Group's DHY Position: Q2 2022 in Review

Sowa Financial Group sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q2 2022, closing a stake of 1,745 shares — an estimated $38K sold.

Sowa Financial Group first reported a position in DHY in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q4 2021. 64 funds tracked by Wall St. Rank hold DHY as of Q2 2022.

  • Sowa Financial Group reported no remaining UBS Asset Management High Yield Credit Fund position as of Q2 2022 after selling out during the quarter.
  • Sowa Financial Group sold 1,745 UBS Asset Management High Yield Credit Fund shares in Q2 2022, an estimated $38K.
  • Sowa Financial Group first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2021 and held it in 2 quarters.
  • Sowa Financial Group's UBS Asset Management High Yield Credit Fund position peaked at $42K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.