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Karpus Investment Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Karpus Investment Management’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-125,304
Closed -$1.11M – 205
2025
Q2 		$1.11M Sell
125,304
-485,251
-79% -$4.08M 0.04% 172
2025
Q1 		$5.25M Sell
610,555
-32,644
-5% -$284K 0.17% 121
2024
Q4 		$5.33M Sell
643,199
-31,010
-5% -$270K 0.16% 112
2024
Q3 		$5.83M Buy
674,209
+369,624
+121% +$3.1M 0.16% 118
2024
Q2 		$2.49M Buy
304,585
+268,075
+734% +$2.18M 0.07% 153
2024
Q1 		$301K Sell
36,510
-135
-0.4% -$1.08K 0.01% 227
2023
Q4 		$282K Buy
+36,645
New +$276K 0.01% 238
2020
Q2 		– Sell
-829,142
Closed -$5.41M – 200
2020
Q1 		$5.41M Buy
+829,142
New +$7.08M 0.21% 94
2019
Q3 		– Sell
-322,735
Closed -$2.86M – 188
2019
Q2 		$2.86M Sell
322,735
-1,165
-0.4% -$10.1K 0.1% 122
2019
Q1 		$2.81M Buy
323,900
+9,685
+3% +$81.8K 0.1% 124
2018
Q4 		$2.44M Buy
+314,215
New +$2.67M 0.1% 124
2016
Q4 		– Sell
-298,614
Closed -$2.36M – 150
2016
Q3 		$2.36M Sell
298,614
-1,948,323
-87% -$15.5M 0.12% 99
2016
Q2 		$17.7M Sell
2,246,937
-2,328,235
-51% -$17.8M 0.91% 42
2016
Q1 		$34.5M Sell
4,575,172
-430,804
-9% -$3.09M 1.57% 16
2015
Q4 		$38.1M Buy
5,005,976
+127,991
+3% +$966K 1.71% 12
2015
Q3 		$35.1M Buy
4,877,985
+802,387
+20% +$6.14M 1.63% 12
2015
Q2 		$32.5M Sell
4,075,598
-134,863
-3% -$1.1M 1.53% 13
2015
Q1 		$34.6M Sell
4,210,461
-127,118
-3% -$1.04M 1.61% 12
2014
Q4 		$35.2M Sell
4,337,579
-323,158
-7% -$2.66M 1.67% 12
2014
Q3 		$38.2M Sell
4,660,737
-325,245
-7% -$2.7M 1.85% 9
2014
Q2 		$41.8M Sell
4,985,982
-13,940
-0.3% -$113K 2.01% 8
2014
Q1 		$39.7M Buy
4,999,922
+965,586
+24% +$7.57M 2.06% 6
2013
Q4 		$32M Buy
4,034,336
+3,060,694
+314% +$23.7M 1.78% 8
2013
Q3 		$7.32M Buy
973,642
+913,137
+1,509% +$7M 0.47% 53
2013
Q2 		$460K Buy
+60,505
New +$468K 0.03% 135

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Karpus Investment Management's BDJ Position: Q3 2025 in Review

Karpus Investment Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2025, closing a stake of 125,304 shares — an estimated $1.11M sold.

Karpus Investment Management first reported a position in BDJ in Q2 2013 and held it in 25 quarters. The position peaked at $41.8M in Q2 2014. 202 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

  • Karpus Investment Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2025 after selling out during the quarter.
  • Karpus Investment Management sold 125,304 BlackRock Enhanced Equity Dividend Trust shares in Q3 2025, an estimated $1.11M.
  • Karpus Investment Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and held it in 25 quarters.
  • Karpus Investment Management's BlackRock Enhanced Equity Dividend Trust position peaked at $41.8M in Q2 2014.
  • 202 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Karpus Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.