Stadion Money Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Stadion Money Management’s Portfolio LONZ Stock Details LONZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-134,863	Closed	-$6.78M	–	33
2023 Q3	$6.78M	Buy	+134,863	New	+$6.75M	0.56%	22

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LAM

LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stadion Money Management's LONZ Position: Q4 2023 in Review

Stadion Money Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2023, closing a stake of 134,863 shares — an estimated $6.78M sold.

Stadion Money Management first reported a position in LONZ in Q3 2023 and held it in 1 quarter. The position peaked at $6.78M in Q3 2023. 29 funds tracked by Wall St. Rank hold LONZ as of Q4 2023.

Stadion Money Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Stadion Money Management sold 134,863 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2023, an estimated $6.78M.
Stadion Money Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
Stadion Money Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $6.78M in Q3 2023.
29 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2023.

Based on Stadion Money Management's 13F filing for Q4 2023, filed 14 Feb 2024.