LSC
CMU

Logan Stone Capital’s MFS High Yield Municipal Trust CMU Stock Holding History

Logan Stone Capital’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,446
Closed -$93.1K – 76
2024
Q4 		$93.1K Sell
26,446
-106,661
-80% -$383K 0.03% 110
2024
Q3 		$488K Sell
133,107
-126,756
-49% -$450K 0.12% 105
2024
Q2 		$891K Sell
259,863
-73,425
-22% -$243K 0.23% 91
2024
Q1 		$1.11M Buy
333,288
+26,410
+9% +$87.1K 0.24% 76
2023
Q4 		$1.02M Sell
306,878
-129,846
-30% -$400K 0.21% 90
2023
Q3 		$1.37M Buy
436,724
+44,270
+11% +$145K 0.37% 68
2023
Q2 		$1.26M Buy
392,454
+17,020
+5% +$54.3K 0.43% 66
2023
Q1 		$1.21M Buy
375,434
+38,604
+11% +$124K 0.48% 74
2022
Q4 		$1.05M Buy
336,830
+78,130
+30% +$240K 0.39% 88
2022
Q3 		$779K Buy
258,700
+71,574
+38% +$243K 0.51% 48
2022
Q2 		$629K Buy
187,126
+78,161
+72% +$273K 0.46% 52
2022
Q1 		$422K Buy
+108,965
New +$450K 0.3% 75

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Logan Stone Capital's CMU Position: Q1 2025 in Review

Logan Stone Capital sold out of MFS High Yield Municipal Trust (CMU) in Q1 2025, closing a stake of 26,446 shares — an estimated $93.1K sold.

Logan Stone Capital first reported a position in CMU in Q1 2022 and held it in 12 quarters. The position peaked at $1.37M in Q3 2023. 39 funds tracked by Wall St. Rank hold CMU as of Q1 2025.

  • Logan Stone Capital reported no remaining MFS High Yield Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 26,446 MFS High Yield Municipal Trust shares in Q1 2025, an estimated $93.1K.
  • Logan Stone Capital first reported a position in MFS High Yield Municipal Trust in Q1 2022 and held it in 12 quarters.
  • Logan Stone Capital's MFS High Yield Municipal Trust position peaked at $1.37M in Q3 2023.
  • 39 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.