Laird Norton Wetherby Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,879	Closed	-$99.3K	–	954
2023 Q3	$99.3K	Sell	10,879 -813	-7%	-$8.14K	0.01%	869
2023 Q2	$123K	Buy	11,692 +542	+5%	+$5.61K	0.01%	900
2023 Q1	$119K	Sell	11,150 -80	-0.7%	-$845	0.01%	873
2022 Q4	$115K	Buy	+11,230	New	+$111K	0.01%	846
2017 Q1	–	Sell	-49,420	Closed	-$663K	–	565
2016 Q4	$663K	Buy	+49,420	New	+$682K	0.13%	198

Other funds holding MHN

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

MSL

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

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q4 2023, closing a stake of 10,879 shares — an estimated $99.3K sold.

Laird Norton Wetherby Wealth Management first reported a position in MHN in Q4 2016 and held it in 5 quarters. The position peaked at $663K in Q4 2016. 46 funds tracked by Wall St. Rank hold MHN as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,879 BlackRock MuniHoldings New Yrok Quality Fund shares in Q4 2023, an estimated $99.3K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q4 2016 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $663K in Q4 2016.
46 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q4 2023.

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