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Disclosery

Avalon Investment & Advisory: HYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on HYG, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 131,329 HYG shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 131,329 shares
    Change vs previous 13F +2,025 shares

    0.27% of the 13F portfolio, value $9,921,904.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 129,304 shares
    Change vs previous 13F -4,856 shares

    0.27% of the 13F portfolio, value $9,521,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 134,160 shares
    Change vs previous 13F -1,252 shares

    0.3% of the 13F portfolio, value $9,578,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 135,412 shares
    Change vs previous 13F -154 shares

    0.28% of the 13F portfolio, value $9,968,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 135,566 shares
    Change vs previous 13F +1,747 shares

    0.27% of the 13F portfolio, value $11,156,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 133,819 shares
    Change vs previous 13F -27,119 shares

    0.29% of the 13F portfolio, value $11,644,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 160,938 shares
    Change vs previous 13F -14,659 shares

    0.33% of the 13F portfolio, value $14,080,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 175,597 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $15,460,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).