Logan Stone Capital’s Western Asset Managed Municipals Fund MMU Stock Holding History

Logan Stone Capital’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,551	Closed	-$159K	–	94
2024 Q4	$159K	Sell	15,551 -99,837	-87%	-$1.05M	0.05%	106
2024 Q3	$1.25M	Sell	115,388 -92,519	-45%	-$986K	0.31%	63
2024 Q2	$2.15M	Sell	207,907 -332,173	-62%	-$3.36M	0.56%	51
2024 Q1	$5.64M	Sell	540,080 -315,063	-37%	-$3.21M	1.21%	21
2023 Q4	$8.7M	Buy	855,143 +405,235	+90%	+$3.82M	1.76%	12
2023 Q3	$4.02M	Buy	449,908 +174,288	+63%	+$1.69M	1.1%	26
2023 Q2	$2.74M	Buy	275,620 +133,982	+95%	+$1.34M	0.93%	31
2023 Q1	$1.46M	Sell	141,638 -7,077	-5%	-$72.9K	0.58%	58
2022 Q4	$1.5M	Buy	148,715 +137,415	+1,216%	+$1.36M	0.56%	61
2022 Q3	$110K	Buy	+11,300	New	+$120K	0.07%	137

Other funds holding MMU

RCM

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Logan Stone Capital sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2025, closing a stake of 15,551 shares — an estimated $159K sold.

Logan Stone Capital first reported a position in MMU in Q3 2022 and held it in 10 quarters. The position peaked at $8.7M in Q4 2023. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2025.

Logan Stone Capital reported no remaining Western Asset Managed Municipals Fund position as of Q1 2025 after selling out during the quarter.
Logan Stone Capital sold 15,551 Western Asset Managed Municipals Fund shares in Q1 2025, an estimated $159K.
Logan Stone Capital first reported a position in Western Asset Managed Municipals Fund in Q3 2022 and held it in 10 quarters.
Logan Stone Capital's Western Asset Managed Municipals Fund position peaked at $8.7M in Q4 2023.
110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2025.

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