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Grimes & Company’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Grimes & Company’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
Q4 		– Sell
-10,490
Closed -$106K – 334
2023
Q3 		$106K Buy
+10,490
New +$114K ﹤0.01% 290

Other funds holding MUJ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Grimes & Company's MUJ Position: Q4 2023 in Review

Grimes & Company sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2023, closing a stake of 10,490 shares — an estimated $106K sold.

Grimes & Company first reported a position in MUJ in Q3 2023 and held it in 1 quarter. The position peaked at $106K in Q3 2023. 70 funds tracked by Wall St. Rank hold MUJ as of Q4 2023.

  • Grimes & Company reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2023 after selling out during the quarter.
  • Grimes & Company sold 10,490 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2023, an estimated $106K.
  • Grimes & Company first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2023 and held it in 1 quarter.
  • Grimes & Company's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $106K in Q3 2023.
  • 70 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2023.

Based on Grimes & Company's 13F filing for Q4 2023, filed 24 Jan 2024.