Bessemer Group
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Bessemer Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Bessemer Group’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-552
Closed -$8K – 2654
2024
Q4 		$8K Buy
+552
New +$7.69K ﹤0.01% 1864
2021
Q3 		– Sell
-4,155
Closed -$72K – 1730
2021
Q2 		$72K Hold
4,155
– – ﹤0.01% 1006
2021
Q1 		$68K Buy
+4,155
New +$68.6K ﹤0.01% 955

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group's NUW Position: Q1 2025 in Review

Bessemer Group sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2025, closing a stake of 552 shares — an estimated $8K sold.

Bessemer Group first reported a position in NUW in Q1 2021 and held it in 3 quarters. The position peaked at $72K in Q2 2021. 57 funds tracked by Wall St. Rank hold NUW as of Q1 2025.

  • Bessemer Group reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 552 Nuveen AMT-Free Municipal Value Fund shares in Q1 2025, an estimated $8K.
  • Bessemer Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2021 and held it in 3 quarters.
  • Bessemer Group's Nuveen AMT-Free Municipal Value Fund position peaked at $72K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.