Triad Investment Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Triad Investment Management’s Portfolio HYI Stock Details HYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,324	Closed	-$180K	–	50
2023 Q2	$180K	Sell	15,324 -472	-3%	-$5.48K	0.25%	52
2023 Q1	$189K	Sell	15,796 -251	-2%	-$3.08K	0.28%	53
2022 Q4	$200K	Hold	16,047	–	–	0.31%	47
2022 Q3	$180K	Sell	16,047 -10,918	-40%	-$135K	0.31%	50
2022 Q2	$328K	Sell	26,965 -1,735	-6%	-$22.4K	0.49%	42
2022 Q1	$398K	Hold	28,700	–	–	0.38%	44
2021 Q4	$453K	Buy	+28,700	New	+$447K	0.41%	44

Other funds holding HYI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Triad Investment Management's HYI Position: Q3 2023 in Review

Triad Investment Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2023, closing a stake of 15,324 shares — an estimated $180K sold.

Triad Investment Management first reported a position in HYI in Q4 2021 and held it in 7 quarters. The position peaked at $453K in Q4 2021. 52 funds tracked by Wall St. Rank hold HYI as of Q3 2023.

Triad Investment Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2023 after selling out during the quarter.
Triad Investment Management sold 15,324 Western Asset High Yield Opportunity Fund Inc shares in Q3 2023, an estimated $180K.
Triad Investment Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2021 and held it in 7 quarters.
Triad Investment Management's Western Asset High Yield Opportunity Fund Inc position peaked at $453K in Q4 2021.
52 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2023.

Based on Triad Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.