Sit Investment Associates’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Sit Investment Associates’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,275	Closed	-$95K	–	516
2025 Q3	$95K	Buy	+4,275	New	+$91.9K	﹤0.01%	474
2025 Q2	–	Sell	-238,864	Closed	-$4.24M	–	527
2025 Q1	$4.24M	Buy	+238,864	New	+$4.87M	0.1%	216
2024 Q4	–	Sell	-92,668	Closed	-$1.78M	–	534
2024 Q3	$1.78M	Buy	92,668 +3,701	+4%	+$70.7K	0.04%	321
2024 Q2	$1.77M	Buy	+88,967	New	+$1.67M	0.04%	307

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sit Investment Associates's BSTZ Position: Q4 2025 in Review

Sit Investment Associates sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2025, closing a stake of 4,275 shares — an estimated $95K sold.

Sit Investment Associates first reported a position in BSTZ in Q2 2024 and held it in 4 quarters. The position peaked at $4.24M in Q1 2025. 125 funds tracked by Wall St. Rank hold BSTZ as of Q4 2025.

Sit Investment Associates reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2025 after selling out during the quarter.
Sit Investment Associates sold 4,275 BlackRock Science and Technology Term Trust shares in Q4 2025, an estimated $95K.
Sit Investment Associates first reported a position in BlackRock Science and Technology Term Trust in Q2 2024 and held it in 4 quarters.
Sit Investment Associates's BlackRock Science and Technology Term Trust position peaked at $4.24M in Q1 2025.
125 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2025.

Based on Sit Investment Associates's 13F filing for Q4 2025, filed 12 Feb 2026.