SMAM
PHK

Sugar Maple Asset Management’s PIMCO High Income Fund PHK Stock Holding History

Sugar Maple Asset Management’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,448
Closed -$36.2K – 360
2024
Q4 		$36.2K Buy
+7,448
New +$37.4K 0.03% 141

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugar Maple Asset Management's PHK Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of PIMCO High Income Fund (PHK) in Q1 2025, closing a stake of 7,448 shares — an estimated $36.2K sold.

Sugar Maple Asset Management first reported a position in PHK in Q4 2024 and held it in 1 quarter. The position peaked at $36.2K in Q4 2024. 117 funds tracked by Wall St. Rank hold PHK as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining PIMCO High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 7,448 PIMCO High Income Fund shares in Q1 2025, an estimated $36.2K.
  • Sugar Maple Asset Management first reported a position in PIMCO High Income Fund in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's PIMCO High Income Fund position peaked at $36.2K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.