Suncoast Equity Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$72.7K Buy
20,036
+1,154
+6% +$4.3K 0.01% 92
2025
Q4
$70.1K Buy
18,882
+690
+4% +$2.61K 0.01% 88
2025
Q3
$69.9K Buy
18,192
+479
+3% +$1.9K 0.01% 89
2025
Q2
$70.5K Buy
17,713
+474
+3% +$1.82K 0.01% 83
2025
Q1
$68.6K Buy
17,239
+298
+2% +$1.19K 0.01% 80
2024
Q4
$66.6K Buy
16,941
+591
+4% +$2.35K 0.01% 75
2024
Q3
$66.2K Buy
16,350
+436
+3% +$1.71K 0.01% 73
2024
Q2
$60.6K Sell
15,914
-14,767
-48% -$55.9K 0.01% 69
2024
Q1
$120K Buy
30,681
+547
+2% +$2.16K 0.01% 70
2023
Q4
$116K Hold
30,134
0.02% 70
2023
Q3
$110K Hold
30,134
0.02% 71
2023
Q2
$114K Buy
+30,134
New +$114K 0.02% 71

Other funds holding HIO

Suncoast Equity Management's HIO Position: Q1 2026 in Review

Suncoast Equity Management increased its Western Asset High Income Opportunity Fund (HIO) stake by 6.1% in Q1 2026, buying an estimated $4.3K and bringing the position to 20,036 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #92.

Suncoast Equity Management first reported a position in HIO in Q2 2023 and has held it in 12 quarters since. The position peaked at $120K in Q1 2024. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Suncoast Equity Management held 20,036 shares of Western Asset High Income Opportunity Fund worth $72.7K as of Q1 2026.
  • Suncoast Equity Management bought 1,154 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $4.3K.
  • Western Asset High Income Opportunity Fund made up 0.01% of Suncoast Equity Management's portfolio in Q1 2026, its #92 holding.
  • Suncoast Equity Management first reported a position in Western Asset High Income Opportunity Fund in Q2 2023 and has held it in 12 quarters since.
  • Suncoast Equity Management's Western Asset High Income Opportunity Fund position peaked at $120K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.