SIT INVESTMENT ASSOCIATES INC EMO — CLEARBRIDGE ENERGY MLP OPP FD

Ownership history in SIT INVESTMENT ASSOCIATES INC  ·  21 quarters on record

AI Ownership Summary

SIT INVESTMENT ASSOCIATES INC reported CLEARBRIDGE ENERGY MLP OPP FD (EMO) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.84% in 2024 Q1. The latest visible filing shows EMO at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIT INVESTMENT ASSOCIATES INC's position in CLEARBRIDGE ENERGY MLP OPP FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMO was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMO stock page SIT INVESTMENT ASSOCIATES INC fund profile SIT INVESTMENT ASSOCIATES INC full holdings
How SIT INVESTMENT ASSOCIATES INC held EMO — position size vs. price
% of Fund (quarterly)    EMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 534,295 -243,393 -31.3% 0.57% $28K 2026-05-13 $50.08
2025 Q4 ADDED — — — 777,688 +738,476 +1883.3% 0.69% $34.7M 2026-02-12 $48.91
2025 Q3 ADDED — — — 39,212 +24,953 +175.0% 0.04% $1.8M 2025-11-13 $40.53
2025 Q1 REDUCED 40.0% -1.1% ✅ 14,259 -9,509 -40.0% 0.02% $708K 2025-05-13 $42.68
2024 Q4 REDUCED 22.7% +8.8% ❌ 23,768 -6,973 -22.7% 0.03% $1.1M 2025-02-13 $44.00
2024 Q3 REDUCED 71.9% +10.7% ❌ 30,741 -78,773 -71.9% 0.03% $1.3M 2024-11-13 $40.53
2024 Q2 REDUCED 87.8% +4.9% ❌ 109,514 -786,691 -87.8% 0.10% $4.5M 2024-08-14 $33.33
2024 Q1 UNCHANGED — — — 896,205 — 0% 0.84% $36.4M 2024-05-14 $35.25
2023 Q4 ADDED — — — 896,205 +219,325 +32.4% 0.77% $31.3M 2024-02-13 $28.90
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMO

As of 2026 Q1 — sorted by position size

Z3 Capital Partners, LLC 6.7% Wright Wealth LLC 1.41% Closed-End Fund Advisors, Inc. 1.23% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 1.06% TERRIL BROTHERS, INC. 3Y 7Y 0.66% Future Financial Wealth Managment LLC 3Y 0.49% Hickory Point Bank & Trust 0.41% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.36% Edgemoor Investment Advisors, Inc. 3Y 7Y 0.32% Oxbow Advisors, LLC 3Y 7Y 0.26%

FAQ About SIT INVESTMENT ASSOCIATES INC and EMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIT INVESTMENT ASSOCIATES INC reported owning EMO?

SIT INVESTMENT ASSOCIATES INC reported EMO across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EMO position in SIT INVESTMENT ASSOCIATES INC's portfolio?

The largest reported portfolio weight for EMO was 0.84% in 2024 Q1.

What is the latest reported EMO position on this page?

The most recent filing on this page is 2026 Q1, when SIT INVESTMENT ASSOCIATES INC reported 534,295 shares, equal to 0.57% of portfolio, with an estimated market value of $28K.

What does the chart on this EMO ownership page compare?

The chart compares SIT INVESTMENT ASSOCIATES INC's quarterly EMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIT INVESTMENT ASSOCIATES INC time their EMO position?

Based on 13F filing dates vs. subsequent EMO price moves, SIT INVESTMENT ASSOCIATES INC correctly timed 14 out of 19 reported position changes (74%). The annualised alpha on EMO relative to SPY over the holding period was +16.9%.

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