BI
SBI

Bulldog Investors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bulldog Investors’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
-26,147
Closed -$214K – 164
2024
Q3 		$214K Hold
26,147
– – 0.07% 94
2024
Q2 		$206K Hold
26,147
– – 0.08% 93
2024
Q1 		$207K Sell
26,147
-26,550
-50% -$208K 0.07% 101
2023
Q4 		$391K Buy
52,697
+4,065
+8% +$30K 0.13% 96
2023
Q3 		$348K Buy
48,632
+24,800
+104% +$186K 0.12% 102
2023
Q2 		$182K Buy
23,832
+8,137
+52% +$62.7K 0.06% 124
2023
Q1 		$124K Buy
+15,695
New +$123K 0.04% 149

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bulldog Investors's SBI Position: Q4 2024 in Review

Bulldog Investors sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2024, closing a stake of 26,147 shares — an estimated $214K sold.

Bulldog Investors first reported a position in SBI in Q1 2023 and held it in 7 quarters. The position peaked at $391K in Q4 2023. 58 funds tracked by Wall St. Rank hold SBI as of Q4 2024.

  • Bulldog Investors reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2024 after selling out during the quarter.
  • Bulldog Investors sold 26,147 Western Asset Intermediate Muni Fund shares in Q4 2024, an estimated $214K.
  • Bulldog Investors first reported a position in Western Asset Intermediate Muni Fund in Q1 2023 and held it in 7 quarters.
  • Bulldog Investors's Western Asset Intermediate Muni Fund position peaked at $391K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2024.

Based on Bulldog Investors's 13F filing for Q4 2024, filed 14 Feb 2025.