Waverly Advisors LLC bought a new stake in SRH Total Return Fund, Inc. (NYSE:STEW - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 15,035 shares of the company's stock, valued at approximately $241,000.
Several other large investors also recently made changes to their positions in the company. JP Wealth Management Inc. acquired a new stake in shares of SRH Total Return Fund in the 4th quarter valued at about $14,841,000. Shaker Financial Services LLC grew its stake in shares of SRH Total Return Fund by 10.9% in the 4th quarter. Shaker Financial Services LLC now owns 726,726 shares of the company's stock valued at $11,642,000 after buying an additional 71,517 shares during the period. AQR Arbitrage LLC boosted its stake in SRH Total Return Fund by 4.5% during the 4th quarter. AQR Arbitrage LLC now owns 452,370 shares of the company's stock valued at $7,238,000 after purchasing an additional 19,531 shares during the last quarter. Almitas Capital LLC boosted its stake in SRH Total Return Fund by 36.8% during the 4th quarter. Almitas Capital LLC now owns 301,991 shares of the company's stock valued at $4,838,000 after purchasing an additional 81,229 shares during the last quarter. Finally, Blue Bell Private Wealth Management LLC boosted its stake in SRH Total Return Fund by 13.9% during the 4th quarter. Blue Bell Private Wealth Management LLC now owns 257,068 shares of the company's stock valued at $4,118,000 after purchasing an additional 31,316 shares during the last quarter. 15.61% of the stock is currently owned by institutional investors and hedge funds.
SRH Total Return Fund Price Performance
STEW stock traded up $0.11 during mid-day trading on Thursday, reaching $17.50. 70,706 shares of the company traded hands, compared to its average volume of 102,979. SRH Total Return Fund, Inc. has a fifty-two week low of $14.20 and a fifty-two week high of $17.89. The firm's 50 day moving average price is $17.01 and its 200 day moving average price is $16.62.
SRH Total Return Fund Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, July 31st. Shareholders of record on Thursday, July 24th will be paid a dividend of $0.165 per share. The ex-dividend date is Thursday, July 24th. This represents a $0.66 dividend on an annualized basis and a yield of 3.77%.
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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