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FILER PROFILE · CIK 0000769317

SIT INVESTMENT ASSOCIATES INC

10 filings 6 distinct issuers Active 2018-01-022025-01-22

Track Record

Total filings
10
4 SCHEDULE · 6 SC
Distinct issuers
6
60% issuer diversity
Median stake
14.05%
8,700,222 avg shares
AI briefs cached
0/10
intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d
across 0 filings · win rate —
Median 60d
across 0 filings · win rate —
Median 90d
across 0 filings · win rate —
Median 1y
across 0 filings · win rate —

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 10 total

FiledFormIssuerStakeSharesIntent
2025-01-22 SCHEDULE NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUNDNQP 4.90% 1,852,867 view →
2025-01-15 SCHEDULE NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUNDNQP 5.20% 1,928,723 view →
2025-01-14 SCHEDULE DWS MUNICIPAL INCOME TRUSTKTF 23.10% 9,054,231 view →
2025-01-08 SCHEDULE PUTNAM PREMIER INCOME TRUSTPPT 23.00% 21,965,065 view →
2018-05-04 SC FIRST TRUST MORTGAGE INCOME FUNDFMY view →
2018-02-12 SC ETF Managers Group Commodity Trust IBWET view →
2018-01-19 SC BlackRock Enhanced Government Fund, Inc. view →
2018-01-19 SC ETF Managers Group Commodity Trust IBWET view →
2018-01-02 SC ETF Managers Group Commodity Trust IBWET view →
2018-01-02 SC FIRST TRUST MORTGAGE INCOME FUNDFMY view →

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