Nuveen’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Nuveen’s Portfolio DSM Stock Details DSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$818K	Hold	136,099	–	–	﹤0.01%	2667
2025 Q4	$840K	Hold	136,099	–	–	﹤0.01%	2691
2025 Q3	$806K	Hold	136,099	–	–	﹤0.01%	2720
2025 Q2	$762K	Sell	136,099 -192,054	-59%	-$1.08M	﹤0.01%	2722
2025 Q1	$29M	Buy	328,153 +112,864	+52%	+$665K	0.01%	900
2024 Q4	$1.25M	Hold	215,289	–	–	﹤0.01%	2608
2024 Q3	$1.35M	Hold	215,289	–	–	﹤0.01%	2624
2024 Q2	$1.28M	Buy	215,289 +4,100	+2%	+$23.5K	﹤0.01%	2608
2024 Q1	$1.24M	Hold	211,189	–	–	﹤0.01%	2613
2023 Q4	$1.21M	Buy	+211,189	New	+$1.1M	﹤0.01%	2652
2020 Q4	–	Sell	-205,785	Closed	-$1.5M	–	3322
2020 Q3	$1.5M	Hold	205,785	–	–	﹤0.01%	2494
2020 Q2	$1.49M	Hold	205,785	–	–	﹤0.01%	2459
2020 Q1	$1.48M	Hold	205,785	–	–	﹤0.01%	2340
2019 Q4	$1.64M	Hold	205,785	–	–	﹤0.01%	2502
2019 Q3	$1.73M	Hold	205,785	–	–	﹤0.01%	2465
2019 Q2	$1.63M	Hold	205,785	–	–	﹤0.01%	2527
2019 Q1	$1.59M	Hold	205,785	–	–	0.01%	666
2018 Q4	$1.44M	Buy	205,785 +20,613	+11%	+$145K	0.01%	658
2018 Q3	$1.36M	Hold	185,172	–	–	0.01%	710
2018 Q2	$1.4M	Hold	185,172	–	–	0.01%	671
2018 Q1	$1.41M	Hold	185,172	–	–	0.01%	674
2017 Q4	$1.58M	Hold	185,172	–	–	0.01%	642
2017 Q3	$1.57M	Hold	185,172	–	–	0.01%	657
2017 Q2	$1.56M	Hold	185,172	–	–	0.01%	654
2017 Q1	$1.53M	Hold	185,172	–	–	0.01%	780
2016 Q4	$1.49M	Hold	185,172	–	–	0.01%	998
2016 Q3	$1.64M	Hold	185,172	–	–	0.01%	870
2016 Q2	$1.68M	Hold	185,172	–	–	0.01%	823
2016 Q1	$1.58K	Hold	185,172	–	–	0.01%	847
2015 Q4	$1.49K	Sell	185,172 -32,945	-15%	-$262K	0.01%	892
2015 Q3	$1.7K	Hold	218,117	–	–	0.01%	829
2015 Q2	$1.67K	Hold	218,117	–	–	0.01%	914
2015 Q1	$1.76M	Hold	218,117	–	–	0.01%	899
2014 Q4	$1.74M	Hold	218,117	–	–	0.01%	911
2014 Q3	$1.76M	Hold	218,117	–	–	0.01%	864
2014 Q2	$1.81M	Hold	218,117	–	–	0.01%	857
2014 Q1	$1.7M	Buy	218,117 +5,106	+2%	+$39.7K	0.01%	876
2013 Q4	$1.58M	Hold	213,011	–	–	0.01%	875
2013 Q3	$1.64M	Buy	213,011 +56,035	+36%	+$425K	0.01%	895
2013 Q2	$1.28M	Buy	+156,976	New	+$1.39M	0.01%	932

Other funds holding DSM

SCM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

KIM

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return