Sarah E Cogan's portfolio and holdings - Aug 2025

As per corporate shareholdings filed for Jul-2025, people matching Sarah E Cogan publicly holds 19 stocks with a net worth of over US$ 351.2 K.

These are shares held by Sarah E Cogan as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending

Share

Note

This is a custom search result for pattern Sarah E Cogan.To see full superstar portfolios of large investors like Warren Buffet, Vanguard and others, click here.

All Superstars

"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

bought shares in

Stock Name	Holders Name	Current Price US$	Quantity Held	Holding Percent	Change from Previous Qtr	Holding Value US$	History	Details Row
Virtus Diversified Income & Convertible Fund	Ms. Sarah E. Cogan	23.63	500	0.00%	0.00	11.8 K
Virtus Artificial Intelligence & Technology Opportunities Fund	Ms. Sarah E. Cogan	24.39	1,000	%	NEW	24.4 K
Virtus Convertible & Income 2024 Target Term Fund	Ms. Sarah E. Cogan	8.62	1,100	0.01%	0.00	9.5 K
Virtus Convertible & Income Fund	Ms. Sarah E. Cogan	15.12	1,800	0.00%	0.00	27.2 K
Virtus Convertible & Income Fund II	Ms. Sarah E. Cogan	13.76	2,000	0.00%	0.00	27.5 K
Virtus AllianzGI Dividend Interest & Premium Strategy Fund	Ms. Sarah E. Cogan	13.08	900	0.00%	0.00	11.8 K
Virtus Equity & Convertible Income Fund	Ms. Sarah E. Cogan	25.06	500	0.00%	0.00	12.5 K
PCM Fund Inc	Ms. Sarah E. Cogan	6.50	1,000	0.01%	0.00	6.5 K
PIMCO Dynamic Income Opportunities Fund	Ms. Sarah E. Cogan	14.06	846	%	NEW	11.9 K
Pimco Income Strategy Fund II	Ms. Sarah E. Cogan	7.63	1,000	0.00%	0.00	7.6 K
Pimco High Income Fund	Ms. Sarah E. Cogan	5.00	1,500	0.00%	0.00	7.5 K
Pimco Municipal Income Fund	Ms. Sarah E. Cogan	7.76	1,000	%	NEW	7.8 K
Pimco New York Municipal Income Fund III	Ms. Sarah E. Cogan	5.15	1,200	%	NEW	6.2 K
Virtus Global Multi-Sector Income Fund	Ms. Sarah E. Cogan	8.04	2,000	0.02%	0.00	16.1 K
Pimco Municipal Income Fund III	Ms. Sarah E. Cogan	6.68	2,567	0.01%	0.00	17.1 K
Pimco New York Municipal Income Fund	Ms. Sarah E. Cogan	6.80	2,600	0.03%	0.00	17.7 K
PIMCO Access Income Fund	Ms. Sarah E. Cogan	16.28	1,964	%	NEW	32.0 K
Pimco Municipal Income Fund II	Ms. Sarah E. Cogan	7.46	6,655	0.01%	0.01	49.6 K
Pimco New York Municipal Income Fund II	Ms. Sarah E. Cogan	6.79	6,847	0.06%	0.04	46.5 K

View All The Superstar Shareholder Portfolios