Laird Norton Wetherby Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio MHD Stock Details MHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,420	Closed	-$159K	–	953
2023 Q3	$159K	Sell	15,420 -1,038	-6%	-$11.7K	0.01%	836
2023 Q2	$191K	Buy	16,458 +918	+6%	+$10.7K	0.01%	862
2023 Q1	$187K	Sell	15,540 -63	-0.4%	-$755	0.01%	836
2022 Q4	$189K	Buy	+15,603	New	+$179K	0.01%	806

Other funds holding MHD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MHD Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2023, closing a stake of 15,420 shares — an estimated $159K sold.

Laird Norton Wetherby Wealth Management first reported a position in MHD in Q4 2022 and held it in 4 quarters. The position peaked at $191K in Q2 2023. 108 funds tracked by Wall St. Rank hold MHD as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 15,420 BlackRock MuniHoldings Fund shares in Q4 2023, an estimated $159K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q4 2022 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's BlackRock MuniHoldings Fund position peaked at $191K in Q2 2023.
108 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.