Sugarloaf Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$11.7K	Hold	1,416	–	–	﹤0.01%	477
2024 Q3	$12.2K	Hold	1,416	–	–	﹤0.01%	480
2024 Q2	$11.6K	Hold	1,416	–	–	﹤0.01%	460
2024 Q1	$11.7K	Hold	1,416	–	–	﹤0.01%	468
2023 Q4	$10.9K	Hold	1,416	–	–	﹤0.01%	480
2023 Q3	$10.8K	Hold	1,416	–	–	﹤0.01%	456
2023 Q2	$11.8K	Hold	1,416	–	–	﹤0.01%	456
2023 Q1	$12.2K	Hold	1,416	–	–	﹤0.01%	449
2022 Q4	$12.8K	Hold	1,416	–	–	﹤0.01%	466
2022 Q3	$12K	Sell	1,416 -1,414	-50%	-$13.1K	﹤0.01%	490
2022 Q2	$25K	Buy	+2,830	New	+$26.5K	0.01%	381

Other funds holding BDJ

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sugarloaf Wealth Management's BDJ Position: Q4 2024 in Review

Sugarloaf Wealth Management held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q4 2024 at 1,416 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Sugarloaf Wealth Management first reported a position in BDJ in Q2 2022 and has held it in 11 quarters since. The position peaked at $25K in Q2 2022. 214 funds tracked by Wall St. Rank hold BDJ as of Q4 2024.

Sugarloaf Wealth Management held 1,416 shares of BlackRock Enhanced Equity Dividend Trust worth $11.7K as of Q4 2024.
Sugarloaf Wealth Management left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q4 2024.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #477 holding.
Sugarloaf Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $25K in Q2 2022.
214 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.