Ownership history in MACKAY SHIELDS LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which MACKAY SHIELDS LLC reported a position in BLACKROCK MUNIHOLDINGS FD IN (MHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACKAY SHIELDS LLC underperformed the S&P 500 by β22.8% annually on this MHD position. Timing score: 50% (9/18 decisions correct). Average cost basis: $11.11. Maximum drawdown during holding period: β33.4%.
β Significantly underperformed the S&P 500 by 22.8% ann.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $7.45 (2013 Q4) Β· Worst: $13.12 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 7 trims. Bought during 1 of 8 down-price quarters. π More buys than sells across the holding period.
π MACKAY SHIELDS LLC has been actively increasing its MHD allocation β a bullish signal from insiders.
Currently 0.89% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size