Beverly Hills Private Wealth LLC purchased a new position in SRH Total Return Fund, Inc. (NYSE:STEW - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 22,642 shares of the company's stock, valued at approximately $391,000.
Several other large investors have also recently modified their holdings of the stock. Envestnet Asset Management Inc. increased its holdings in SRH Total Return Fund by 1.4% in the 1st quarter. Envestnet Asset Management Inc. now owns 88,524 shares of the company's stock worth $1,527,000 after buying an additional 1,198 shares in the last quarter. D.A. Davidson & CO. increased its holdings in SRH Total Return Fund by 3.0% in the 1st quarter. D.A. Davidson & CO. now owns 82,921 shares of the company's stock worth $1,430,000 after buying an additional 2,437 shares in the last quarter. Joel Isaacson & Co. LLC bought a new stake in SRH Total Return Fund in the 1st quarter worth about $450,000. Allspring Global Investments Holdings LLC increased its holdings in SRH Total Return Fund by 1.3% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 541,448 shares of the company's stock worth $9,340,000 after buying an additional 7,136 shares in the last quarter. Finally, Consolidated Portfolio Review Corp increased its holdings in SRH Total Return Fund by 42.1% in the 1st quarter. Consolidated Portfolio Review Corp now owns 201,973 shares of the company's stock worth $3,484,000 after buying an additional 59,857 shares in the last quarter. Hedge funds and other institutional investors own 15.61% of the company's stock.
SRH Total Return Fund Price Performance
NYSE STEW traded down $0.07 during trading hours on Friday, hitting $17.61. The company's stock had a trading volume of 61,477 shares, compared to its average volume of 108,497. SRH Total Return Fund, Inc. has a 12 month low of $14.32 and a 12 month high of $17.89. The company's 50 day simple moving average is $17.49 and its two-hundred day simple moving average is $16.87.
SRH Total Return Fund Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 31st. Investors of record on Thursday, July 24th will be issued a $0.165 dividend. The ex-dividend date is Thursday, July 24th. This represents a $0.66 annualized dividend and a yield of 3.75%.
About SRH Total Return Fund
(
Free Report)
SRH Total Return Fund, Inc is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries.
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