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Sandy Spring Bank’s BlackRock MuniHoldings Fund MHD Stock Holding History

Sandy Spring Bank’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$9.78K Buy
833
+10
+1% +$120 ﹤0.01% 848
2024
Q4 		$9.61K Buy
+823
New +$10.1K ﹤0.01% 862
2022
Q4 		– Sell
-462
Closed -$5K – 1191
2022
Q3 		$5K Buy
+462
New +$5.93K ﹤0.01% 925

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sandy Spring Bank's MHD Position: Q1 2025 in Review

Sandy Spring Bank increased its BlackRock MuniHoldings Fund (MHD) stake by 1.2% in Q1 2025, buying an estimated $120 and bringing the position to 833 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Sandy Spring Bank first reported a position in MHD in Q3 2022 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold MHD as of Q1 2025.

  • Sandy Spring Bank held 833 shares of BlackRock MuniHoldings Fund worth $9.78K as of Q1 2025.
  • Sandy Spring Bank bought 10 BlackRock MuniHoldings Fund shares in Q1 2025, an estimated $120.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #848 holding.
  • Sandy Spring Bank first reported a position in BlackRock MuniHoldings Fund in Q3 2022 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.