Gradient Investments’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Gradient Investments’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 Q3	–	Sell	-2,724	Closed	-$31K	–	934
2024 Q2	$31K	Hold	2,724	–	–	﹤0.01%	565
2024 Q1	$31.7K	Hold	2,724	–	–	﹤0.01%	480
2023 Q4	$31.1K	Hold	2,724	–	–	﹤0.01%	635
2023 Q3	$27.6K	Hold	2,724	–	–	﹤0.01%	614
2023 Q2	$30.4K	Hold	2,724	–	–	﹤0.01%	612
2023 Q1	$31.2K	Hold	2,724	–	–	﹤0.01%	585
2022 Q4	$30.2K	Hold	2,724	–	–	﹤0.01%	600
2022 Q3	$32K	Hold	2,724	–	–	﹤0.01%	567
2022 Q2	$36K	Buy	2,724 +836	+44%	+$10.8K	﹤0.01%	522
2022 Q1	$25K	Hold	1,888	–	–	﹤0.01%	605
2021 Q4	$30K	Hold	1,888	–	–	﹤0.01%	581
2021 Q3	$30K	Hold	1,888	–	–	﹤0.01%	573
2021 Q2	$30K	Hold	1,888	–	–	﹤0.01%	564
2021 Q1	$28K	Hold	1,888	–	–	﹤0.01%	567
2020 Q4	$26K	Hold	1,888	–	–	﹤0.01%	518
2020 Q3	$26K	Hold	1,888	–	–	﹤0.01%	522
2020 Q2	$25K	Hold	1,888	–	–	﹤0.01%	491
2020 Q1	$25K	Hold	1,888	–	–	﹤0.01%	467
2019 Q4	$27K	Hold	1,888	–	–	﹤0.01%	517
2019 Q3	$27K	Hold	1,888	–	–	﹤0.01%	480
2019 Q2	$26K	Buy	+1,888	New	+$26K	﹤0.01%	472

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's MUJ Position: Q3 2024 in Review

Gradient Investments sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2024, closing a stake of 2,724 shares — an estimated $31K sold.

Gradient Investments first reported a position in MUJ in Q2 2019 and held it in 21 quarters. The position peaked at $36K in Q2 2022. 61 funds tracked by Wall St. Rank hold MUJ as of Q3 2024.

Gradient Investments reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2,724 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2024, an estimated $31K.
Gradient Investments first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2019 and held it in 21 quarters.
Gradient Investments's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $36K in Q2 2022.
61 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.