Karpus Investment Management’s Miller/Howard High Income Equity Fund HIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25,000	Closed	-$265K	–	259
2023 Q4	$265K	Hold	25,000	–	–	0.01%	241
2023 Q3	$248K	Hold	25,000	–	–	0.01%	260
2023 Q2	$253K	Hold	25,000	–	–	0.01%	297
2023 Q1	$251K	Hold	25,000	–	–	0.01%	346
2022 Q4	$261K	Hold	25,000	–	–	0.01%	392
2022 Q3	$227K	Hold	25,000	–	–	0.01%	468
2022 Q2	$233K	Hold	25,000	–	–	0.01%	471
2022 Q1	$279K	Buy	+25,000	New	+$269K	0.01%	395

Other funds holding HIE

SIA

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management's HIE Position: Q1 2024 in Review

Karpus Investment Management sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2024, closing a stake of 25,000 shares — an estimated $265K sold.

Karpus Investment Management first reported a position in HIE in Q1 2022 and held it in 8 quarters. The position peaked at $279K in Q1 2022. 38 funds tracked by Wall St. Rank hold HIE as of Q1 2024.

Karpus Investment Management reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2024 after selling out during the quarter.
Karpus Investment Management sold 25,000 Miller/Howard High Income Equity Fund shares in Q1 2024, an estimated $265K.
Karpus Investment Management first reported a position in Miller/Howard High Income Equity Fund in Q1 2022 and held it in 8 quarters.
Karpus Investment Management's Miller/Howard High Income Equity Fund position peaked at $279K in Q1 2022.
38 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2024.

Based on Karpus Investment Management's 13F filing for Q1 2024, filed 13 May 2024.