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Saxon Interests’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Saxon Interests’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-39,428
Closed -$374K – 228
2025
Q4 		$374K Sell
39,428
-1,666
-4% -$15.2K 0.13% 148
2025
Q3 		$372K Buy
41,094
+849
+2% +$7.58K 0.15% 133
2025
Q2 		$346K Hold
40,245
– – 0.16% 128
2025
Q1 		$346K Buy
40,245
+776
+2% +$6.76K 0.16% 128
2024
Q4 		$327K Buy
39,469
+325
+0.8% +$2.83K 0.14% 133
2024
Q3 		$339K Sell
39,144
-32,393
-45% -$271K 0.15% 127
2024
Q2 		$584K Sell
71,537
-17,139
-19% -$139K 0.28% 84
2024
Q1 		$732K Buy
88,676
+30
+0% +$239 0.35% 76
2023
Q4 		$682K Buy
+88,646
New +$668K 0.34% 82
2023
Q3 		– Sell
-95,023
Closed -$792K – 69
2023
Q2 		$792K Buy
95,023
+1,156
+1% +$9.61K 0.42% 75
2023
Q1 		$806K Sell
93,867
-25,588
-21% -$228K 0.46% 70
2022
Q4 		$1.08M Sell
119,455
-4,339
-4% -$38.4K 0.62% 43
2022
Q3 		$1.06M Buy
123,794
+7,584
+7% +$70K 0.64% 39
2022
Q2 		$1.03M Sell
116,210
-1,015
-0.9% -$9.5K 0.62% 40
2022
Q1 		$1.16M Buy
117,225
+18,932
+19% +$185K 0.62% 44
2021
Q4 		$1.01M Buy
+98,293
New +$988K 0.57% 40

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Saxon Interests's BDJ Position: Q1 2026 in Review

Saxon Interests sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 39,428 shares — an estimated $374K sold.

Saxon Interests first reported a position in BDJ in Q4 2021 and held it in 16 quarters. The position peaked at $1.16M in Q1 2022. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Saxon Interests reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Saxon Interests sold 39,428 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $374K.
  • Saxon Interests first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and held it in 16 quarters.
  • Saxon Interests's BlackRock Enhanced Equity Dividend Trust position peaked at $1.16M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.