Wilbanks Smith & Thomas Asset Management’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$24.8K	Buy	1,229 +63	+5%	+$1.25K	﹤0.01%	527
2023 Q4	$23.1K	Buy	+1,166	New	+$22K	﹤0.01%	517
2023 Q3	–	Sell	-1,233	Closed	-$23.3K	–	501
2023 Q2	$23.3K	Buy	1,233 +226	+22%	+$4.29K	﹤0.01%	511
2023 Q1	$19K	Buy	+1,007	New	+$18.8K	﹤0.01%	506

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DHY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its UBS Asset Management High Yield Credit Fund (DHY) stake by 5.4% in Q1 2024, buying an estimated $1.25K and bringing the position to 1,229 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Wilbanks Smith & Thomas Asset Management first reported a position in DHY in Q1 2023 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold DHY as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 1,229 shares of UBS Asset Management High Yield Credit Fund worth $24.8K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 63 UBS Asset Management High Yield Credit Fund shares in Q1 2024, an estimated $1.25K.
UBS Asset Management High Yield Credit Fund made up ﹤0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #527 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2023 and has held it in 4 quarters since.
69 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.