Bessemer Group
CMU

Bessemer Group’s MFS High Yield Municipal Trust CMU Stock Holding History

Bessemer Group’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,000
Closed -$110K – 2491
2024
Q3 		$110K Buy
+30,000
New +$107K ﹤0.01% 1263

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Bessemer Group's CMU Position: Q4 2024 in Review

Bessemer Group sold out of MFS High Yield Municipal Trust (CMU) in Q4 2024, closing a stake of 30,000 shares — an estimated $110K sold.

Bessemer Group first reported a position in CMU in Q3 2024 and held it in 1 quarter. The position peaked at $110K in Q3 2024. 42 funds tracked by Wall St. Rank hold CMU as of Q4 2024.

  • Bessemer Group reported no remaining MFS High Yield Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 30,000 MFS High Yield Municipal Trust shares in Q4 2024, an estimated $110K.
  • Bessemer Group first reported a position in MFS High Yield Municipal Trust in Q3 2024 and held it in 1 quarter.
  • Bessemer Group's MFS High Yield Municipal Trust position peaked at $110K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.