Sanders Morris Harris’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Sanders Morris Harris’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
2021 Q1	–	Sell	-25,730	Closed	-$370K	–	311
2020 Q4	$370K	Hold	25,730	–	–	0.08%	197
2020 Q3	$353K	Buy	+25,730	New	+$360K	0.1%	183
2020 Q1	–	Sell	-29,230	Closed	-$417K	–	248
2019 Q4	$417K	Hold	29,230	–	–	0.09%	176
2019 Q3	$415K	Sell	29,230 -30,600	-51%	-$436K	0.1%	165
2019 Q2	$833K	Buy	+59,830	New	+$825K	0.22%	101

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sanders Morris Harris's MUJ Position: Q1 2021 in Review

Sanders Morris Harris sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q1 2021, closing a stake of 25,730 shares — an estimated $370K sold.

Sanders Morris Harris first reported a position in MUJ in Q2 2019 and held it in 5 quarters. The position peaked at $833K in Q2 2019. 33 funds tracked by Wall St. Rank hold MUJ as of Q1 2021.

Sanders Morris Harris reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q1 2021 after selling out during the quarter.
Sanders Morris Harris sold 25,730 BlackRock MuniHoldings New Jersey Quality Fund shares in Q1 2021, an estimated $370K.
Sanders Morris Harris first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2019 and held it in 5 quarters.
Sanders Morris Harris's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $833K in Q2 2019.
33 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q1 2021.

Based on Sanders Morris Harris's 13F filing for Q1 2021, filed 14 Apr 2021.