Bridgewater Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Bridgewater Advisors’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-49,677	Closed	-$505K	–	104
2023 Q4	$505K	Buy	49,677 +10,249	+26%	+$96.7K	0.08%	90
2023 Q3	$352K	Hold	39,428	–	–	0.06%	99
2023 Q2	$392K	Hold	39,428	–	–	0.08%	95
2023 Q1	$405K	Hold	39,428	–	–	0.09%	103
2022 Q4	$397K	Hold	39,428	–	–	0.1%	98
2022 Q3	$382K	Hold	39,428	–	–	0.11%	104
2022 Q2	$417K	Hold	39,428	–	–	0.09%	151
2022 Q1	$458K	Sell	39,428 -1,845	-4%	-$22.6K	0.11%	152
2021 Q4	$540K	Hold	41,273	–	–	0.12%	141
2021 Q3	$551K	Buy	+41,273	New	+$560K	0.15%	131
2014 Q2	$135K	Hold	10,300	–	–	0.11%	94
2014 Q1	$131K	Hold	10,300	–	–	0.13%	88
2013 Q4	$126K	Buy	+10,300	New	+$127K	0.13%	82

Other funds holding MMU

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bridgewater Advisors's MMU Position: Q1 2024 in Review

Bridgewater Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2024, closing a stake of 49,677 shares — an estimated $505K sold.

Bridgewater Advisors first reported a position in MMU in Q4 2013 and held it in 13 quarters. The position peaked at $551K in Q3 2021. 121 funds tracked by Wall St. Rank hold MMU as of Q1 2024.

Bridgewater Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q1 2024 after selling out during the quarter.
Bridgewater Advisors sold 49,677 Western Asset Managed Municipals Fund shares in Q1 2024, an estimated $505K.
Bridgewater Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2013 and held it in 13 quarters.
Bridgewater Advisors's Western Asset Managed Municipals Fund position peaked at $551K in Q3 2021.
121 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2024.

Based on Bridgewater Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.