Tortoise Investment Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Tortoise Investment Management’s Portfolio HYT Stock Details HYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-880	Closed	-$8.85K	–	877
2024 Q3	$8.85K	Buy	880 +21	+2%	+$207	﹤0.01%	648
2024 Q2	$8.33K	Buy	859 +20	+2%	+$194	﹤0.01%	655
2024 Q1	$8.21K	Buy	839 +20	+2%	+$193	﹤0.01%	647
2023 Q4	$7.72K	Buy	819 +22	+3%	+$193	﹤0.01%	606
2023 Q3	$6.88K	Sell	797 -337	-30%	-$3.02K	﹤0.01%	601
2023 Q2	$10.1K	Buy	1,134 +777	+218%	+$6.72K	﹤0.01%	558
2023 Q1	$3.11K	Hold	357	–	–	﹤0.01%	654
2022 Q4	$3.12K	Hold	357	–	–	﹤0.01%	648
2022 Q3	$3K	Hold	357	–	–	﹤0.01%	652
2022 Q2	$3K	Hold	357	–	–	﹤0.01%	651
2022 Q1	$4K	Buy	+357	New	+$3.93K	﹤0.01%	593
2016 Q3	–	Sell	-500	Closed	-$5K	–	472
2016 Q2	$5K	Buy	+500	New	+$5.11K	﹤0.01%	386

Other funds holding HYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tortoise Investment Management's HYT Position: Q4 2024 in Review

Tortoise Investment Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2024, closing a stake of 880 shares — an estimated $8.85K sold.

Tortoise Investment Management first reported a position in HYT in Q2 2016 and held it in 12 quarters. The position peaked at $10.1K in Q2 2023. 156 funds tracked by Wall St. Rank hold HYT as of Q4 2024.

Tortoise Investment Management reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2024 after selling out during the quarter.
Tortoise Investment Management sold 880 BlackRock Corporate High Yield Fund shares in Q4 2024, an estimated $8.85K.
Tortoise Investment Management first reported a position in BlackRock Corporate High Yield Fund in Q2 2016 and held it in 12 quarters.
Tortoise Investment Management's BlackRock Corporate High Yield Fund position peaked at $10.1K in Q2 2023.
156 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.