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

Stifel Financial’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	-5,683	Closed	-$124K	–	3356
2022 Q1	$124K	Hold	5,683	–	–	﹤0.01%	3226
2021 Q4	$140K	Sell	5,683 -40	-0.7%	-$993	﹤0.01%	3220
2021 Q3	$141K	Hold	5,723	–	–	﹤0.01%	3198
2021 Q2	$144K	Hold	5,723	–	–	﹤0.01%	3193
2021 Q1	$138K	Buy	5,723 +3,886	+212%	+$91K	﹤0.01%	3088
2020 Q4	$42K	Buy	+1,837	New	+$40.8K	﹤0.01%	2995

Other funds holding DHY

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's DHY Position: Q2 2022 in Review

Stifel Financial sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q2 2022, closing a stake of 5,683 shares — an estimated $124K sold.

Stifel Financial first reported a position in DHY in Q4 2020 and held it in 6 quarters. The position peaked at $144K in Q2 2021. 64 funds tracked by Wall St. Rank hold DHY as of Q2 2022.

Stifel Financial reported no remaining UBS Asset Management High Yield Credit Fund position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 5,683 UBS Asset Management High Yield Credit Fund shares in Q2 2022, an estimated $124K.
Stifel Financial first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2020 and held it in 6 quarters.
Stifel Financial's UBS Asset Management High Yield Credit Fund position peaked at $144K in Q2 2021.
64 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.