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Private Portfolio Partners’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Private Portfolio Partners’s Portfolio MUJ Stock Details MUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$352K Sell
31,772
-11,700
-27% -$137K 0.06% 216
2024
Q3 		$527K Sell
43,472
-6,900
-14% -$81.3K 0.1% 160
2024
Q2 		$574K Sell
50,372
-6,800
-12% -$76.7K 0.47% 44
2024
Q1 		$665K Buy
57,172
+16,762
+41% +$193K 0.14% 121
2023
Q4 		$461K Sell
40,410
-9,097
-18% -$96.7K 0.11% 153
2023
Q3 		$501K Sell
49,507
-12,943
-21% -$141K 0.13% 131
2023
Q2 		$698K Buy
62,450
+78
+0.1% +$871 0.18% 92
2023
Q1 		$714K Buy
62,372
+13,500
+28% +$154K 0.19% 87
2022
Q4 		$541K Buy
48,872
+2,001
+4% +$22.7K 0.14% 128
2022
Q3 		$550K Buy
46,871
+5,483
+13% +$71.5K 0.16% 121
2022
Q2 		$546K Buy
41,388
+16,738
+68% +$217K 0.15% 124
2022
Q1 		$329K Buy
24,650
+8,500
+53% +$121K 0.08% 211
2021
Q4 		$256K Sell
16,150
-2,200
-12% -$34.1K 0.07% 238
2021
Q3 		$287K Hold
18,350
– – 0.08% 213
2021
Q2 		$293K Hold
18,350
– – 0.08% 210
2021
Q1 		$273K Buy
18,350
+4,000
+28% +$58.5K 0.09% 194
2020
Q4 		$208K Buy
14,350
+1,000
+7% +$14K 0.07% 212
2020
Q3 		$181K Buy
+13,350
New +$187K 0.07% 203

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Portfolio Partners's MUJ Position: Q4 2024 in Review

Private Portfolio Partners reduced its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 27% in Q4 2024, selling an estimated $137K and leaving 31,772 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #216.

Private Portfolio Partners first reported a position in MUJ in Q3 2020 and has held it in 18 quarters since. The position peaked at $714K in Q1 2023. 74 funds tracked by Wall St. Rank hold MUJ as of Q4 2024.

  • Private Portfolio Partners held 31,772 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $352K as of Q4 2024.
  • Private Portfolio Partners sold 11,700 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2024, an estimated $137K.
  • BlackRock MuniHoldings New Jersey Quality Fund made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #216 holding.
  • Private Portfolio Partners first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2020 and has held it in 18 quarters since.
  • Private Portfolio Partners's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $714K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.