MACKAY SHIELDS LLC MHD BLACKROCK MUNIHOLDINGS FD IN

Ownership history in MACKAY SHIELDS LLC  ·  27 quarters on record

AI Ownership Summary

MACKAY SHIELDS LLC reported BLACKROCK MUNIHOLDINGS FD IN (MHD) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2025 Q4. The latest visible filing shows MHD at 0.82% 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 MHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MACKAY SHIELDS LLC's position in BLACKROCK MUNIHOLDINGS FD IN, 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 Q1

MHD was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 MACKAY SHIELDS LLC held MHD — position size vs. price
% of Fund (quarterly)    MHD 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 Q1 REDUCED 1,982,355 -183,915 -8.5% 0.82% $22.4M 2026-04-27 $11.82
2025 Q4 UNCHANGED 2,166,270 0% 0.89% $25.4M 2026-01-29 $11.73
2025 Q3 ADDED 2,166,270 +39,723 +1.9% 0.87% $25.45B 2025-10-27 $11.46
2025 Q2 ADDED 2,126,547 +146,861 +7.4% 0.76% $23.82B 2025-07-24 $10.54
2025 Q1 ADDED 1,979,686 +60,119 +3.1% 0.75% $23.24B 2025-04-29 $10.53
2024 Q4 REDUCED 1,919,567 -1,903 -0.1% 0.66% $22.40B 2025-02-04 $11.26
2024 Q3 ADDED 1,921,470 +126,040 +7.0% 0.67% $24.31B 2024-10-31 $11.14
2024 Q2 ADDED 1,795,430 +440,000 +32.5% 0.66% $21.71B 2024-08-08 $11.07
2024 Q1 ADDED 1,355,430 +678,791 +100.3% 0.45% $16.37B 2024-05-03 $10.29
2023 Q4 ADDED 676,639 +38,023 +6.0% 0.24% $8.06B 2024-02-02 $10.49
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MACKAY SHIELDS LLC and MHD

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

How long has MACKAY SHIELDS LLC reported owning MHD?

MACKAY SHIELDS LLC reported MHD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MHD position in MACKAY SHIELDS LLC's portfolio?

The largest reported portfolio weight for MHD was 0.89% in 2025 Q4.

What is the latest reported MHD position on this page?

The most recent filing on this page is 2026 Q1, when MACKAY SHIELDS LLC reported 1,982,355 shares, equal to 0.82% of portfolio, with an estimated market value of $22.4M.

What does the chart on this MHD ownership page compare?

The chart compares MACKAY SHIELDS LLC's quarterly MHD 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 MACKAY SHIELDS LLC time their MHD position?

Based on 13F filing dates vs. subsequent MHD price moves, MACKAY SHIELDS LLC correctly timed 12 out of 18 reported position changes (67%). The annualised alpha on MHD relative to SPY over the holding period was -10.1%.

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