Karpus Investment Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.65M	Sell	940,172 -11,100	-1%	-$67.8K	0.18%	121
2025 Q4	$5.87M	Buy	951,272 +90,963	+11%	+$544K	0.18%	119
2025 Q3	$5.09M	Buy	860,309 +3,906	+0.5%	+$22.2K	0.16%	106
2025 Q2	$4.8M	Buy	856,403 +830,610	+3,220%	+$4.66M	0.15%	120
2025 Q1	$149K	Hold	25,793	–	–	﹤0.01%	201
2024 Q4	$150K	Hold	25,793	–	–	﹤0.01%	204
2024 Q3	$161K	Hold	25,793	–	–	﹤0.01%	217
2024 Q2	$153K	Hold	25,793	–	–	﹤0.01%	227
2024 Q1	$151K	Hold	25,793	–	–	﹤0.01%	237
2023 Q4	$147K	Hold	25,793	–	–	﹤0.01%	253
2023 Q3	$128K	Hold	25,793	–	–	﹤0.01%	270
2023 Q2	$147K	Hold	25,793	–	–	﹤0.01%	309
2023 Q1	$155K	Hold	25,793	–	–	﹤0.01%	362
2022 Q4	$149K	Buy	+25,793	New	+$146K	0.01%	424
2020 Q2	–	Sell	-10,741	Closed	-$77K	–	208
2020 Q1	$77K	Buy	+10,741	New	+$83.5K	﹤0.01%	221

Other funds holding DSM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return