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Susquehanna Fundamental Investments’s TRI-Continental Corp TY Stock Holding History

Susquehanna Fundamental Investments’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,455
Closed -$242K – 1496
2022
Q3 		$242K Buy
+9,455
New +$261K ﹤0.01% 1216

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna Fundamental Investments's TY Position: Q4 2022 in Review

Susquehanna Fundamental Investments sold out of TRI-Continental Corp (TY) in Q4 2022, closing a stake of 9,455 shares — an estimated $242K sold.

Susquehanna Fundamental Investments first reported a position in TY in Q3 2022 and held it in 1 quarter. The position peaked at $242K in Q3 2022. 125 funds tracked by Wall St. Rank hold TY as of Q4 2022.

  • Susquehanna Fundamental Investments reported no remaining TRI-Continental Corp position as of Q4 2022 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 9,455 TRI-Continental Corp shares in Q4 2022, an estimated $242K.
  • Susquehanna Fundamental Investments first reported a position in TRI-Continental Corp in Q3 2022 and held it in 1 quarter.
  • Susquehanna Fundamental Investments's TRI-Continental Corp position peaked at $242K in Q3 2022.
  • 125 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2022, filed 14 Feb 2023.