LI
BDJ icon

LVZ Inc’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

LVZ Inc’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,136
Closed -$130K – 143
2023
Q3 		$130K Hold
17,136
– – 0.02% 122
2023
Q2 		$143K Hold
17,136
– – 0.02% 143
2023
Q1 		$147K Hold
17,136
– – 0.02% 146
2022
Q4 		$154K Hold
17,136
– – 0.02% 140
2022
Q3 		$139K Buy
+17,136
New +$158K 0.02% 113

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LVZ Inc's BDJ Position: Q4 2023 in Review

LVZ Inc sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2023, closing a stake of 17,136 shares — an estimated $130K sold.

LVZ Inc first reported a position in BDJ in Q3 2022 and held it in 5 quarters. The position peaked at $154K in Q4 2022. 213 funds tracked by Wall St. Rank hold BDJ as of Q4 2023.

  • LVZ Inc reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2023 after selling out during the quarter.
  • LVZ Inc sold 17,136 BlackRock Enhanced Equity Dividend Trust shares in Q4 2023, an estimated $130K.
  • LVZ Inc first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2022 and held it in 5 quarters.
  • LVZ Inc's BlackRock Enhanced Equity Dividend Trust position peaked at $154K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2023.

Based on LVZ Inc's 13F filing for Q4 2023, filed 23 Jan 2024.