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Choate Investment Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Choate Investment Advisors’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,726
Closed -$165K – 356
2023
Q1 		$165K Hold
13,726
– – 0.01% 263
2022
Q4 		$167K Hold
13,726
– – 0.01% 269
2022
Q3 		$154K Hold
13,726
– – 0.01% 244
2022
Q2 		$174K Hold
13,726
– – 0.01% 258
2022
Q1 		$195K Sell
13,726
-5,500
-29% -$82.6K 0.01% 291
2021
Q4 		$322K Hold
19,226
– – 0.02% 224
2021
Q3 		$315K Hold
19,226
– – 0.02% 216
2021
Q2 		$323K Hold
19,226
– – 0.02% 215
2021
Q1 		$308K Buy
+19,226
New +$311K 0.02% 220

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Choate Investment Advisors's MHD Position: Q2 2023 in Review

Choate Investment Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2023, closing a stake of 13,726 shares — an estimated $165K sold.

Choate Investment Advisors first reported a position in MHD in Q1 2021 and held it in 9 quarters. The position peaked at $323K in Q2 2021. 108 funds tracked by Wall St. Rank hold MHD as of Q2 2023.

  • Choate Investment Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q2 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 13,726 BlackRock MuniHoldings Fund shares in Q2 2023, an estimated $165K.
  • Choate Investment Advisors first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and held it in 9 quarters.
  • Choate Investment Advisors's BlackRock MuniHoldings Fund position peaked at $323K in Q2 2021.
  • 108 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2023.

Based on Choate Investment Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.