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Gallagher Fiduciary Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Gallagher Fiduciary Advisors’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
2023
Q3 		– Sell
-22,301
Closed -$249K – 204
2023
Q2 		$249K Buy
22,301
+102
+0.5% +$1.14K 0.02% 181
2023
Q1 		$254K Buy
+22,199
New +$254K 0.02% 167

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gallagher Fiduciary Advisors's MUJ Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2023, closing a stake of 22,301 shares — an estimated $249K sold.

Gallagher Fiduciary Advisors first reported a position in MUJ in Q1 2023 and held it in 2 quarters. The position peaked at $254K in Q1 2023. 65 funds tracked by Wall St. Rank hold MUJ as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 22,301 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2023, an estimated $249K.
  • Gallagher Fiduciary Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $254K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.