SG
HIO

StoneX Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

StoneX Group’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,200
Closed -$49.9K – 427
2023
Q2 		$49.9K Buy
+13,200
New +$50K 0.03% 302

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

StoneX Group's HIO Position: Q3 2023 in Review

StoneX Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2023, closing a stake of 13,200 shares — an estimated $49.9K sold.

StoneX Group first reported a position in HIO in Q2 2023 and held it in 1 quarter. The position peaked at $49.9K in Q2 2023. 113 funds tracked by Wall St. Rank hold HIO as of Q3 2023.

  • StoneX Group reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2023 after selling out during the quarter.
  • StoneX Group sold 13,200 Western Asset High Income Opportunity Fund shares in Q3 2023, an estimated $49.9K.
  • StoneX Group first reported a position in Western Asset High Income Opportunity Fund in Q2 2023 and held it in 1 quarter.
  • StoneX Group's Western Asset High Income Opportunity Fund position peaked at $49.9K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2023.

Based on StoneX Group's 13F filing for Q3 2023, filed 15 Nov 2023.