JP Wealth Management Inc. grew its holdings in SRH Total Return Fund, Inc. (NYSE:STEW - Free Report) by 17.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,475,715 shares of the company's stock after acquiring an additional 219,432 shares during the period. SRH Total Return Fund accounts for 19.3% of JP Wealth Management Inc.'s portfolio, making the stock its 3rd largest holding. JP Wealth Management Inc. owned 1.53% of SRH Total Return Fund worth $27,360,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also modified their holdings of the business. B. Riley Wealth Advisors Inc. purchased a new stake in shares of SRH Total Return Fund in the 2nd quarter worth $7,105,000. Allspring Global Investments Holdings LLC lifted its position in SRH Total Return Fund by 8.0% during the third quarter. Allspring Global Investments Holdings LLC now owns 661,687 shares of the company's stock valued at $12,016,000 after purchasing an additional 48,738 shares in the last quarter. Thomas J. Herzfeld Advisors Inc. lifted its position in SRH Total Return Fund by 90,128.8% during the second quarter. Thomas J. Herzfeld Advisors Inc. now owns 325,726 shares of the company's stock valued at $5,759,000 after purchasing an additional 325,365 shares in the last quarter. Shaker Financial Services LLC grew its holdings in SRH Total Return Fund by 201.1% during the third quarter. Shaker Financial Services LLC now owns 208,391 shares of the company's stock valued at $3,784,000 after purchasing an additional 139,175 shares during the period. Finally, Park Avenue Securities LLC grew its holdings in SRH Total Return Fund by 12.0% during the third quarter. Park Avenue Securities LLC now owns 106,974 shares of the company's stock valued at $1,943,000 after purchasing an additional 11,433 shares during the period. Hedge funds and other institutional investors own 15.61% of the company's stock.
SRH Total Return Fund Stock Performance
Shares of STEW opened at $16.72 on Tuesday. The business has a 50-day simple moving average of $17.67 and a two-hundred day simple moving average of $17.93. SRH Total Return Fund, Inc. has a 52 week low of $15.00 and a 52 week high of $18.67.
SRH Total Return Fund Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Thursday, April 23rd will be issued a $0.20 dividend. This represents a $0.80 annualized dividend and a yield of 4.8%. The ex-dividend date of this dividend is Thursday, April 23rd.
SRH Total Return Fund Profile
(
Free Report)
SRH Total Return Fund NYSE: STEW is a diversified closed-end management investment company seeking high total return through a combination of income and capital appreciation. The fund pursues its objective by investing primarily in income-producing securities such as corporate bonds, convertible securities, preferred stocks and dividend-paying common stocks.
Portfolio managers employ active credit analysis and duration management to navigate changing market conditions and capture yield opportunities across both investment-grade and high-yield segments.
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