LSC
NMZ icon

Logan Stone Capital’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Logan Stone Capital’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-78,513
Closed -$776K – 171
2023
Q4 		$776K Buy
+78,513
New +$733K 0.16% 103
2023
Q1 		– Sell
-68,567
Closed -$709K – 192
2022
Q4 		$709K Buy
+68,567
New +$716K 0.26% 115

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Logan Stone Capital's NMZ Position: Q1 2024 in Review

Logan Stone Capital sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 78,513 shares — an estimated $776K sold.

Logan Stone Capital first reported a position in NMZ in Q4 2022 and held it in 2 quarters. The position peaked at $776K in Q4 2023. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

  • Logan Stone Capital reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Logan Stone Capital sold 78,513 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $776K.
  • Logan Stone Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 2 quarters.
  • Logan Stone Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $776K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Logan Stone Capital's 13F filing for Q1 2024, filed 15 May 2024.