Simon Quick Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Simon Quick Advisors’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
2025 Q2	–	Sell	-27,197	Closed	-$306K	–	538
2025 Q1	$306K	Buy	+27,197	New	+$310K	0.02%	438
2024 Q2	–	Sell	-13,125	Closed	-$153K	–	431
2024 Q1	$153K	Buy	13,125 +1,497	+13%	+$17.2K	0.01%	405
2023 Q4	$133K	Sell	11,628 -6,027	-34%	-$64.1K	0.01%	327
2023 Q3	$179K	Buy	+17,655	New	+$193K	0.02%	313
2023 Q1	–	Sell	-13,849	Closed	-$153K	–	287
2022 Q4	$153K	Buy	+13,849	New	+$157K	0.02%	228

Other funds holding MUJ

MSL

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SIA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Simon Quick Advisors's MUJ Position: Q2 2025 in Review

Simon Quick Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q2 2025, closing a stake of 27,197 shares — an estimated $306K sold.

Simon Quick Advisors first reported a position in MUJ in Q4 2022 and held it in 5 quarters. The position peaked at $306K in Q1 2025. 67 funds tracked by Wall St. Rank hold MUJ as of Q2 2025.

Simon Quick Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 27,197 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2025, an estimated $306K.
Simon Quick Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2022 and held it in 5 quarters.
Simon Quick Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $306K in Q1 2025.
67 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.