GC
BDJ icon

Gratus Capital’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Gratus Capital’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$147K Buy
+18,000
New +$146K 0.01% 359

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gratus Capital's BDJ Position: Q2 2024 in Review

Gratus Capital opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2024: 18,000 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings.

212 funds tracked by Wall St. Rank hold BDJ as of Q2 2024.

  • Gratus Capital held 18,000 shares of BlackRock Enhanced Equity Dividend Trust worth $147K as of Q2 2024.
  • BlackRock Enhanced Equity Dividend Trust was a new Gratus Capital position in Q2 2024.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #359 holding.
  • 212 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.