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Zuckerman Investment Group’s PIMCO High Income Fund PHK Stock Holding History

Zuckerman Investment Group’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,000
Closed -$90K – 159
2024
Q3 		$90K Hold
18,000
– – 0.01% 143
2024
Q2 		$86.8K Hold
18,000
– – 0.01% 143
2024
Q1 		$88.9K Buy
+18,000
New +$88.6K 0.01% 144

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Zuckerman Investment Group's PHK Position: Q4 2024 in Review

Zuckerman Investment Group sold out of PIMCO High Income Fund (PHK) in Q4 2024, closing a stake of 18,000 shares — an estimated $90K sold.

Zuckerman Investment Group first reported a position in PHK in Q1 2024 and held it in 3 quarters. The position peaked at $90K in Q3 2024. 123 funds tracked by Wall St. Rank hold PHK as of Q4 2024.

  • Zuckerman Investment Group reported no remaining PIMCO High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Zuckerman Investment Group sold 18,000 PIMCO High Income Fund shares in Q4 2024, an estimated $90K.
  • Zuckerman Investment Group first reported a position in PIMCO High Income Fund in Q1 2024 and held it in 3 quarters.
  • Zuckerman Investment Group's PIMCO High Income Fund position peaked at $90K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2024.

Based on Zuckerman Investment Group's 13F filing for Q4 2024, filed 13 Feb 2025.