Cerity Partners
MUJ icon

Cerity Partners’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Cerity Partners’s Portfolio MUJ Stock Details MUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,656
Closed -$133K – 2331
2023
Q4 		$133K Buy
+11,656
New +$124K ﹤0.01% 1762

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GC
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RCM
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Bank of America
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AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cerity Partners's MUJ Position: Q1 2024 in Review

Cerity Partners sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q1 2024, closing a stake of 11,656 shares — an estimated $133K sold.

Cerity Partners first reported a position in MUJ in Q4 2023 and held it in 1 quarter. The position peaked at $133K in Q4 2023. 69 funds tracked by Wall St. Rank hold MUJ as of Q1 2024.

  • Cerity Partners reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 11,656 BlackRock MuniHoldings New Jersey Quality Fund shares in Q1 2024, an estimated $133K.
  • Cerity Partners first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2023 and held it in 1 quarter.
  • Cerity Partners's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $133K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.