Bessemer Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bessemer Group’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,945	Closed	-$45K	–	2666
2024 Q2	$45K	Sell	3,945 -197	-5%	-$2.16K	﹤0.01%	1298
2024 Q1	$46K	Sell	4,142 -1,210	-23%	-$13.3K	﹤0.01%	1316
2023 Q4	$59K	Buy	5,352 +1,059	+25%	+$10.8K	﹤0.01%	1313
2023 Q3	$42K	Buy	4,293 +231	+6%	+$2.43K	﹤0.01%	1367
2023 Q2	$44K	Buy	4,062 +174	+4%	+$1.9K	﹤0.01%	1395
2023 Q1	$43K	Buy	+3,888	New	+$43.4K	﹤0.01%	1248
2022 Q1	–	Sell	-3,190	Closed	-$50K	–	1911
2021 Q4	$50K	Buy	+3,190	New	+$48.5K	﹤0.01%	1118

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group's NEA Position: Q3 2024 in Review

Bessemer Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 3,945 shares — an estimated $45K sold.

Bessemer Group first reported a position in NEA in Q4 2021 and held it in 7 quarters. The position peaked at $59K in Q4 2023. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

Bessemer Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Bessemer Group sold 3,945 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $45K.
Bessemer Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 7 quarters.
Bessemer Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $59K in Q4 2023.
308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.