Boaz Weinstein’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Boaz Weinstein’s Portfolio SBI Stock Details SBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125,453	Closed	-$1.03M	–	306
2024 Q3	$1.03M	Sell	125,453 -73,426	-37%	-$591K	0.02%	155
2024 Q2	$1.56M	Sell	198,879 -807,707	-80%	-$6.28M	0.03%	148
2024 Q1	$7.97M	Sell	1,006,586 -69,820	-6%	-$548K	0.14%	101
2023 Q4	$8.29M	Buy	1,076,406 +25,505	+2%	+$188K	0.17%	116
2023 Q3	$7.52M	Buy	1,050,901 +176,524	+20%	+$1.33M	0.18%	113
2023 Q2	$6.66M	Buy	874,377 +95,598	+12%	+$737K	0.17%	124
2023 Q1	$6.16M	Buy	778,779 +162,240	+26%	+$1.27M	0.12%	232
2022 Q4	$4.68M	Buy	+616,539	New	+$4.61M	0.06%	418

Other funds holding SBI

RCM

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

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Boaz Weinstein's SBI Position: Q4 2024 in Review

Boaz Weinstein sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2024, closing a stake of 125,453 shares — an estimated $1.03M sold.

Boaz Weinstein first reported a position in SBI in Q4 2022 and held it in 8 quarters. The position peaked at $8.29M in Q4 2023. 58 funds tracked by Wall St. Rank hold SBI as of Q4 2024.

Boaz Weinstein reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2024 after selling out during the quarter.
Boaz Weinstein sold 125,453 Western Asset Intermediate Muni Fund shares in Q4 2024, an estimated $1.03M.
Boaz Weinstein first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 8 quarters.
Boaz Weinstein's Western Asset Intermediate Muni Fund position peaked at $8.29M in Q4 2023.
58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2024.

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