UB
BNY

UMB Bank’s BlackRock New York Municipal Income Trust BNY Stock Holding History

UMB Bank’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,274
Closed -$14K – 2081
2024
Q3 		$14K Hold
1,274
– – ﹤0.01% 1360
2024
Q2 		$13.6K Sell
1,274
-712
-36% -$7.52K ﹤0.01% 1188
2024
Q1 		$21.1K Sell
1,986
-715
-26% -$7.54K ﹤0.01% 1058
2023
Q4 		$28.4K Buy
2,701
+407
+18% +$3.9K ﹤0.01% 963
2023
Q3 		$20.9K Hold
2,294
– – ﹤0.01% 1067
2023
Q2 		$23.7K Hold
2,294
– – ﹤0.01% 1053
2023
Q1 		$23.9K Hold
2,294
– – ﹤0.01% 1041
2022
Q4 		$23K Buy
+2,294
New +$22.6K ﹤0.01% 1064

Other funds holding BNY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

UMB Bank's BNY Position: Q4 2024 in Review

UMB Bank sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2024, closing a stake of 1,274 shares — an estimated $14K sold.

UMB Bank first reported a position in BNY in Q4 2022 and held it in 8 quarters. The position peaked at $28.4K in Q4 2023. 53 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • UMB Bank reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 1,274 BlackRock New York Municipal Income Trust shares in Q4 2024, an estimated $14K.
  • UMB Bank first reported a position in BlackRock New York Municipal Income Trust in Q4 2022 and held it in 8 quarters.
  • UMB Bank's BlackRock New York Municipal Income Trust position peaked at $28.4K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.