BDJ β€” BLACKROCK ENHANCED EQUITY DI

Ownership history in OMC Financial Services LTD  Β·  8 quarters on record

AI Ownership Summary

OMC Financial Services LTD reported BLACKROCK ENHANCED EQUITY DI (BDJ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.29% in 2024 Q1. The latest visible filing shows BDJ at 0.24% 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.

What this BDJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OMC Financial Services LTD's position in BLACKROCK ENHANCED EQUITY DI, 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
2025 Q4

BDJ was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q1

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 2025 Q4

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 OMC Financial Services LTD held BDJ β€” position size vs. price
% of Fund (quarterly)    BDJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 66,580 -400 -0.6% 0.24% $631K 2026-02-14 (Est.) $9.41
2025 Q3 UNCHANGED 66,980 β€” 0% 0.23% $610K 2025-10-21 $8.62
2025 Q2 REDUCED 66,980 -900 -1.3% 0.24% $595K 2025-07-30 $8.27
2025 Q1 UNCHANGED 67,880 β€” 0% 0.26% $584K 2025-04-30 $7.56
2024 Q4 REDUCED 67,880 -1,000 -1.5% 0.24% $562K 2025-01-28 $7.88
2024 Q3 UNCHANGED 68,880 β€” 0% 0.27% $563K 2024-10-28 $7.74
2024 Q2 REDUCED 68,880 -800 -1.1% 0.27% $563K 2024-07-29 $7.18
2024 Q1 INITIATED 69,680 β€” β€” 0.29% $575K 2024-06-11 $6.91

FAQ About OMC Financial Services LTD and BDJ

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

How long has OMC Financial Services LTD reported owning BDJ?

OMC Financial Services LTD reported BDJ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BDJ position in OMC Financial Services LTD's portfolio?

The largest reported portfolio weight for BDJ was 0.29% in 2024 Q1.

What is the latest reported BDJ position on this page?

The most recent filing on this page is 2025 Q4, when OMC Financial Services LTD reported 66,580 shares, equal to 0.24% of portfolio, with an estimated market value of $631K.

What does the chart on this BDJ ownership page compare?

The chart compares OMC Financial Services LTD's quarterly BDJ 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.

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