CP
DSM

Camelot Portfolios’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Camelot Portfolios’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Sell
35,699
-2,474
-6% -$15.1K 0.16% 168
2025
Q4 		$236K Buy
38,173
+38
+0.1% +$227 0.15% 159
2025
Q3 		$226K Sell
38,135
-3,719
-9% -$21.1K 0.13% 165
2025
Q2 		$234K Buy
41,854
+2,894
+7% +$16.2K 0.14% 173
2025
Q1 		$225K Buy
38,960
+13,088
+51% +$77.1K 0.14% 178
2024
Q4 		$150K Sell
25,872
-629
-2% -$3.8K 0.16% 123
2024
Q3 		$165K Sell
26,501
-12,293
-32% -$74.6K 0.16% 124
2024
Q2 		$230K Buy
38,794
+12,045
+45% +$69K 0.13% 163
2024
Q1 		$157K Sell
26,749
-16,388
-38% -$94.4K 0.15% 125
2023
Q4 		$246K Buy
43,137
+13,100
+44% +$68.4K 0.15% 162
2023
Q3 		$149K Sell
30,037
-12,465
-29% -$68.4K 0.14% 124
2023
Q2 		$242K Sell
42,502
-1,449
-3% -$8.29K 0.15% 155
2023
Q1 		$264K Buy
43,951
+4,218
+11% +$24.7K 0.18% 141
2022
Q4 		$230K Buy
+39,733
New +$225K 0.17% 146

Other funds holding DSM

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $12.6B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return