KIM
HQH

Karpus Investment Management’s abrdn Healthcare Investors HQH Stock Holding History

Karpus Investment Management’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85,634
Closed -$1.46M – 283
2023
Q2 		$1.46M Buy
+85,634
New +$1.48M 0.05% 209
2020
Q4 		– Sell
-138,313
Closed -$2.85M – 228
2020
Q3 		$2.85M Sell
138,313
-159,690
-54% -$3.37M 0.1% 127
2020
Q2 		$6.36M Sell
298,003
-187,904
-39% -$3.83M 0.24% 87
2020
Q1 		$8.65M Buy
485,907
+206,299
+74% +$4.07M 0.33% 68
2019
Q4 		$5.84M Sell
279,608
-80,564
-22% -$1.6M 0.2% 94
2019
Q3 		$6.61M Sell
360,172
-3,829
-1% -$73.8K 0.25% 88
2019
Q2 		$7.31M Sell
364,001
-2,638
-0.7% -$52.1K 0.27% 77
2019
Q1 		$7.53M Buy
366,639
+31,412
+9% +$643K 0.27% 78
2018
Q4 		$6.02M Buy
335,227
+238,228
+246% +$4.87M 0.25% 80
2018
Q3 		$2.25M Buy
96,999
+66,096
+214% +$1.5M 0.09% 111
2018
Q2 		$694K Buy
+30,903
New +$658K 0.03% 131
2014
Q3 		– Sell
-40,569
Closed -$1.05M – 183
2014
Q2 		$1.05M Buy
+40,569
New +$1.06M 0.05% 128

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Karpus Investment Management's HQH Position: Q3 2023 in Review

Karpus Investment Management sold out of abrdn Healthcare Investors (HQH) in Q3 2023, closing a stake of 85,634 shares — an estimated $1.46M sold.

Karpus Investment Management first reported a position in HQH in Q2 2014 and held it in 12 quarters. The position peaked at $8.65M in Q1 2020. 115 funds tracked by Wall St. Rank hold HQH as of Q3 2023.

  • Karpus Investment Management reported no remaining abrdn Healthcare Investors position as of Q3 2023 after selling out during the quarter.
  • Karpus Investment Management sold 85,634 abrdn Healthcare Investors shares in Q3 2023, an estimated $1.46M.
  • Karpus Investment Management first reported a position in abrdn Healthcare Investors in Q2 2014 and held it in 12 quarters.
  • Karpus Investment Management's abrdn Healthcare Investors position peaked at $8.65M in Q1 2020.
  • 115 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2023.

Based on Karpus Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.