Lord Abbett SHRT Dur Inc. Class ILLDYX
13F holders, Q1 2024 (March 31)5holders
$3.84avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Lord Abbett SHRT Dur Inc. Class I (LLDYX) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($429K), Financial Gravity Asset Management, Inc. ($105K) and Encompass Wealth Advisors, LLC ($70K).
- Company
- Lord Abbett SHRT Dur Inc. Class I
- CUSIP
- 543916688
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 5 holders
| Ethos Financial Group, LLC | 0.08% | Add +0.4% | 111,635 | $429K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 27,332 | $105K |
| Encompass Wealth Advisors, LLC | 0.02% | Add +0.5% | 18,295 | $70K |
| New Hampshire Trust | 0.02% | Add +10.1% | 17,443 | $67K |
| Tucker Asset Management LLC | 0.01% | Reduce -80.9% | 14,978 | $58K |
"% of holder's portfolio" is LLDYX's weight in each manager's 13F, not the share of Lord Abbett SHRT Dur Inc. Class I the manager owns.