Karpus Investment Management’s Aldel Financial Inc ADF Stock Holding History

Karpus Investment Management’s Portfolio ADF Stock Details ADF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-188,226	Closed	-$1.9M	–	394
2021 Q3	$1.9M	Buy	188,226 +51,700	+38%	+$513K	0.06%	181
2021 Q2	$1.34M	Buy	+136,526	New	+$1.34M	0.04%	193

Other funds holding ADF

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Karpus Investment Management's ADF Position: Q4 2021 in Review

Karpus Investment Management sold out of Aldel Financial Inc (ADF) in Q4 2021, closing a stake of 188,226 shares — an estimated $1.9M sold.

Karpus Investment Management first reported a position in ADF in Q2 2021 and held it in 2 quarters. The position peaked at $1.9M in Q3 2021. 1 fund tracked by Wall St. Rank holds ADF as of Q4 2021.

Karpus Investment Management reported no remaining Aldel Financial Inc position as of Q4 2021 after selling out during the quarter.
Karpus Investment Management sold 188,226 Aldel Financial Inc shares in Q4 2021, an estimated $1.9M.
Karpus Investment Management first reported a position in Aldel Financial Inc in Q2 2021 and held it in 2 quarters.
Karpus Investment Management's Aldel Financial Inc position peaked at $1.9M in Q3 2021.
1 fund tracked by Wall St. Rank held Aldel Financial Inc as of Q4 2021.

Based on Karpus Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.