Bulldog Investors, LLP STEW — BOULDER GROWTH & INCOME FD INC

Ownership history in Bulldog Investors, LLP  ·  44 quarters on record

AI Ownership Summary

Bulldog Investors, LLP reported BOULDER GROWTH & INCOME FD INC (STEW) in 44 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 6.65% in 2024 Q2. The latest visible filing shows STEW at 5.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bulldog Investors, LLP's position in BOULDER GROWTH & INCOME FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STEW was reported at 5.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.65% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bulldog Investors, LLP held STEW — position size vs. price
% of Fund (quarterly)    STEW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,347,582 +60,000 +4.7% 5.30% $24.1M 2026-08-14 $18.54
2026 Q1 ADDED — — — 1,287,582 +43,759 +3.5% 4.95% $22.0M 2026-05-08 $17.43
2025 Q4 ADDED — — — 1,243,823 +126,241 +11.3% 5.14% $23.1M 2026-02-13 $17.65
2025 Q3 UNCHANGED — — — 1,117,582 — 0% 4.70% $20.3M 2025-11-14 $17.37
2025 Q2 REDUCED 8.0% +3.6% ❌ 1,117,582 -97,128 -8.0% 5.00% $19.8M 2025-08-14 $17.24
2025 Q1 REDUCED — — — 1,214,710 -7,468 -0.6% 5.67% $21.0M 2025-05-15 $16.82
2024 Q4 UNCHANGED — — — 1,222,178 — 0% 5.11% $19.6M 2025-02-14 $15.87
2024 Q3 UNCHANGED — — — 1,222,178 — 0% 6.49% $19.3M 2024-11-14 $15.17
2024 Q2 REDUCED — — — 1,222,178 -5,252 -0.4% 6.65% $17.8M 2024-08-09 $13.81
2024 Q1 REDUCED 9.8% -2.6% ✅ 1,227,430 -133,084 -9.8% 6.11% $18.5M 2024-05-10 $13.27
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bulldog Investors, LLP and STEW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bulldog Investors, LLP reported owning STEW?

Bulldog Investors, LLP reported STEW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported STEW position in Bulldog Investors, LLP's portfolio?

The largest reported portfolio weight for STEW was 6.65% in 2024 Q2.

What is the latest reported STEW position on this page?

The most recent filing on this page is 2026 Q2, when Bulldog Investors, LLP reported 1,347,582 shares, equal to 5.30% of portfolio, with an estimated market value of $24.1M.

What does the chart on this STEW ownership page compare?

The chart compares Bulldog Investors, LLP's quarterly STEW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bulldog Investors, LLP time their STEW position?

Based on 13F filing dates vs. subsequent STEW price moves, Bulldog Investors, LLP correctly timed 9 out of 25 reported position changes (36%). The annualised alpha on STEW relative to SPY over the holding period was +22.3%.

← Back to Bulldog Investors, LLP Holdings