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Boaz Weinstein’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Boaz Weinstein’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41,984
Closed -$363K – 290
2024
Q3 		$363K Buy
+41,984
New +$352K 0.01% 170

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boaz Weinstein's BDJ Position: Q4 2024 in Review

Boaz Weinstein sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2024, closing a stake of 41,984 shares — an estimated $363K sold.

Boaz Weinstein first reported a position in BDJ in Q3 2024 and held it in 1 quarter. The position peaked at $363K in Q3 2024. 215 funds tracked by Wall St. Rank hold BDJ as of Q4 2024.

  • Boaz Weinstein reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2024 after selling out during the quarter.
  • Boaz Weinstein sold 41,984 BlackRock Enhanced Equity Dividend Trust shares in Q4 2024, an estimated $363K.
  • Boaz Weinstein first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2024 and held it in 1 quarter.
  • Boaz Weinstein's BlackRock Enhanced Equity Dividend Trust position peaked at $363K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2024.

Based on Saba Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.