Sarah E Cogan's portfolio and holdings - Oct 2025

As per corporate shareholdings filed for Sep-2025, people matching Sarah E Cogan publicly holds 19 stocks with a net worth of over US$ 358.0 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
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Pimco New York Municipal Income Fund II Ms. Sarah E. Cogan 7.02 6,847 0.06% 0.04 48.1 K
Pimco New York Municipal Income Fund Ms. Sarah E. Cogan 6.80 2,600 0.03% 0.00 17.7 K
Virtus Global Multi-Sector Income Fund Ms. Sarah E. Cogan 7.96 2,000 0.02% 0.00 15.9 K
Pimco Municipal Income Fund II Ms. Sarah E. Cogan 7.93 6,655 0.01% 0.01 52.8 K
PCM Fund Inc Ms. Sarah E. Cogan 6.27 1,000 0.01% 0.00 6.3 K
Pimco Municipal Income Fund III Ms. Sarah E. Cogan 6.68 2,567 0.01% 0.00 17.1 K
Virtus Convertible & Income 2024 Target Term Fund Ms. Sarah E. Cogan 8.62 1,100 0.01% 0.00 9.5 K
Virtus Diversified Income & Convertible Fund Ms. Sarah E. Cogan 25.76 500 0.00% 0.00 12.9 K
Virtus Convertible & Income Fund II Ms. Sarah E. Cogan 14.24 2,000 0.00% 0.00 28.5 K
Virtus Convertible & Income Fund Ms. Sarah E. Cogan 15.68 1,800 0.00% 0.00 28.2 K
Virtus Equity & Convertible Income Fund Ms. Sarah E. Cogan 25.93 500 0.00% 0.00 13.0 K
Pimco Income Strategy Fund II Ms. Sarah E. Cogan 7.47 1,000 0.00% 0.00 7.5 K
Pimco High Income Fund Ms. Sarah E. Cogan 4.86 1,500 0.00% 0.00 7.3 K
Virtus AllianzGI Dividend Interest & Premium Strategy Fund Ms. Sarah E. Cogan 12.86 900 0.00% 0.00 11.6 K
Pimco New York Municipal Income Fund III Ms. Sarah E. Cogan 5.15 1,200 % NEW 6.2 K
Pimco Municipal Income Fund Ms. Sarah E. Cogan 7.76 1,000 % NEW 7.8 K
PIMCO Dynamic Income Opportunities Fund Ms. Sarah E. Cogan 13.92 846 % NEW 11.8 K
PIMCO Access Income Fund Ms. Sarah E. Cogan 15.97 1,964 % NEW 31.4 K
Virtus Artificial Intelligence & Technology Opportunities Fund Ms. Sarah E. Cogan 24.65 1,000 % NEW 24.7 K
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