Sandy Spring Bank’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sandy Spring Bank’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,000	Closed	-$29.6K	–	1281
2023 Q4	$29.6K	Hold	3,000	–	–	﹤0.01%	655
2023 Q3	$27.8K	Hold	3,000	–	–	﹤0.01%	652
2023 Q2	$31.7K	Hold	3,000	–	–	﹤0.01%	632
2023 Q1	$32.4K	Hold	3,000	–	–	﹤0.01%	612
2022 Q4	$31K	Hold	3,000	–	–	﹤0.01%	612
2022 Q3	$31K	Hold	3,000	–	–	﹤0.01%	591
2022 Q2	$35K	Hold	3,000	–	–	﹤0.01%	585
2022 Q1	$39K	Hold	3,000	–	–	﹤0.01%	586
2021 Q4	$45K	Hold	3,000	–	–	﹤0.01%	597
2021 Q3	$44K	Hold	3,000	–	–	﹤0.01%	576
2021 Q2	$46K	Hold	3,000	–	–	﹤0.01%	582
2021 Q1	$43K	Hold	3,000	–	–	﹤0.01%	535
2020 Q4	$43K	Hold	3,000	–	–	﹤0.01%	507
2020 Q3	$40K	Hold	3,000	–	–	﹤0.01%	494
2020 Q2	$40K	Hold	3,000	–	–	﹤0.01%	486
2020 Q1	$37K	Hold	3,000	–	–	﹤0.01%	480
2019 Q4	$43K	Hold	3,000	–	–	﹤0.01%	496
2019 Q3	$43K	Hold	3,000	–	–	﹤0.01%	491
2019 Q2	$42K	Hold	3,000	–	–	﹤0.01%	487
2019 Q1	$41K	Hold	3,000	–	–	﹤0.01%	475
2018 Q4	$35K	Hold	3,000	–	–	﹤0.01%	495
2018 Q3	$38K	Sell	3,000 -17,300	-85%	-$223K	﹤0.01%	495
2018 Q2	$257K	Sell	20,300 -10,704	-35%	-$134K	0.02%	279
2018 Q1	$388K	Buy	+31,004	New	+$406K	0.03%	247

Other funds holding NMZ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Sandy Spring Bank's NMZ Position: Q1 2024 in Review

Sandy Spring Bank sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 3,000 shares — an estimated $29.6K sold.

Sandy Spring Bank first reported a position in NMZ in Q1 2018 and held it in 24 quarters. The position peaked at $388K in Q1 2018. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

Sandy Spring Bank reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Sandy Spring Bank sold 3,000 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $29.6K.
Sandy Spring Bank first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2018 and held it in 24 quarters.
Sandy Spring Bank's Nuveen Municipal High Income Opportunity Fund position peaked at $388K in Q1 2018.
118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.