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Hoey Investments’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Hoey Investments’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
Q4 		– Sell
-74,904
Closed -$612K – 376
2024
Q3 		$612K Hold
74,904
– – 0.11% 46
2024
Q2 		$612K Sell
74,904
-7,664
-9% -$62.3K 0.11% 46
2024
Q1 		$681K Sell
82,568
-1,489
-2% -$11.9K 0.15% 49
2023
Q4 		$646K Sell
84,057
-44,236
-34% -$333K 0.18% 49
2023
Q3 		$976K Sell
128,293
-72,830
-36% -$582K 0.32% 45
2023
Q2 		$1.68M Sell
201,123
-136,306
-40% -$1.13M 0.55% 25
2023
Q1 		$2.9M Buy
337,429
+163,852
+94% +$1.46M 1.13% 12
2022
Q4 		$1.56M Sell
173,577
-42,672
-20% -$377K 0.67% 28
2022
Q3 		$1.75M Buy
216,249
+10,608
+5% +$97.9K 0.69% 26
2022
Q2 		$1.82M Buy
205,641
+5,900
+3% +$55.2K 0.78% 17
2022
Q1 		$1.98M Sell
199,741
-3,760
-2% -$36.7K 0.54% 20
2021
Q4 		$2.05M Buy
203,501
+41,015
+25% +$412K 0.52% 25
2021
Q3 		$1.59M Buy
162,486
+46,384
+40% +$468K 0.48% 30
2021
Q2 		$1.18M Buy
116,102
+21,314
+22% +$214K 0.35% 39
2021
Q1 		$897K Buy
94,788
+6,300
+7% +$55.6K 0.3% 29
2020
Q4 		$749K Buy
88,488
+700
+0.8% +$5.49K 0.27% 32
2020
Q3 		$642K Buy
87,788
+9,900
+13% +$73.8K 0.26% 32
2020
Q2 		$572K Buy
77,888
+5,675
+8% +$40.5K 0.28% 34
2020
Q1 		$472K Buy
72,213
+11,710
+19% +$99.9K 0.33% 27
2019
Q4 		$600K Buy
+60,503
New +$569K 0.43% 45

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoey Investments's BDJ Position: Q4 2024 in Review

Hoey Investments sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2024, closing a stake of 74,904 shares — an estimated $612K sold.

Hoey Investments first reported a position in BDJ in Q4 2019 and held it in 20 quarters. The position peaked at $2.9M in Q1 2023. 214 funds tracked by Wall St. Rank hold BDJ as of Q4 2024.

  • Hoey Investments reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 74,904 BlackRock Enhanced Equity Dividend Trust shares in Q4 2024, an estimated $612K.
  • Hoey Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 20 quarters.
  • Hoey Investments's BlackRock Enhanced Equity Dividend Trust position peaked at $2.9M in Q1 2023.
  • 214 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.