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Zullo Investment Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Zullo Investment Group’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-821
Closed -$4K – 774
2022
Q3 		$4K Buy
821
+18
+2% +$96 ﹤0.01% 624
2022
Q2 		$4K Buy
803
+15
+2% +$84 ﹤0.01% 652
2022
Q1 		$5K Buy
788
+14
+2% +$87 ﹤0.01% 655
2021
Q4 		$5K Buy
+774
New +$5.03K ﹤0.01% 657

Other funds holding JQC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Zullo Investment Group's JQC Position: Q4 2022 in Review

Zullo Investment Group sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2022, closing a stake of 821 shares — an estimated $4K sold.

Zullo Investment Group first reported a position in JQC in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 150 funds tracked by Wall St. Rank hold JQC as of Q4 2022.

  • Zullo Investment Group reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2022 after selling out during the quarter.
  • Zullo Investment Group sold 821 Nuveen Credit Strategies Income Fund shares in Q4 2022, an estimated $4K.
  • Zullo Investment Group first reported a position in Nuveen Credit Strategies Income Fund in Q4 2021 and held it in 4 quarters.
  • Zullo Investment Group's Nuveen Credit Strategies Income Fund position peaked at $5K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2022.

Based on Zullo Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.