Saba Capital Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Saba Capital Management’s Portfolio SBI Stock Details SBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125,453	Closed	-$1.03M	–	306
2024 Q3	$1.03M	Sell	125,453 -73,426	-37%	-$591K	0.02%	155
2024 Q2	$1.56M	Sell	198,879 -807,707	-80%	-$6.28M	0.03%	148
2024 Q1	$7.97M	Sell	1,006,586 -69,820	-6%	-$548K	0.14%	101
2023 Q4	$8.29M	Buy	1,076,406 +25,505	+2%	+$188K	0.17%	116
2023 Q3	$7.52M	Buy	1,050,901 +176,524	+20%	+$1.33M	0.18%	113
2023 Q2	$6.66M	Buy	874,377 +95,598	+12%	+$737K	0.17%	124
2023 Q1	$6.16M	Buy	778,779 +162,240	+26%	+$1.27M	0.12%	232
2022 Q4	$4.68M	Buy	+616,539	New	+$4.61M	0.06%	418

Other funds holding SBI

RCM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Saba Capital Management's SBI Position: Q4 2024 in Review

Saba Capital Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2024, closing a stake of 125,453 shares — an estimated $1.03M sold.

Saba Capital Management first reported a position in SBI in Q4 2022 and held it in 8 quarters. The position peaked at $8.29M in Q4 2023. 58 funds tracked by Wall St. Rank hold SBI as of Q4 2024.

Saba Capital Management reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2024 after selling out during the quarter.
Saba Capital Management sold 125,453 Western Asset Intermediate Muni Fund shares in Q4 2024, an estimated $1.03M.
Saba Capital Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 8 quarters.
Saba Capital Management's Western Asset Intermediate Muni Fund position peaked at $8.29M in Q4 2023.
58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2024.

Based on Saba Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.