Karpus Investment Management’s HWH International HWH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,000	Closed	-$263K	–	247
2023 Q4	$263K	Hold	5,000	–	–	0.01%	243
2023 Q3	$263K	Hold	5,000	–	–	0.01%	258
2023 Q2	$260K	Hold	5,000	–	–	0.01%	294
2023 Q1	$256K	Hold	5,000	–	–	0.01%	344
2022 Q4	$251K	Hold	5,000	–	–	0.01%	397
2022 Q3	$247K	Hold	5,000	–	–	0.01%	461
2022 Q2	$246K	Hold	5,000	–	–	0.01%	462
2022 Q1	$247K	Buy	+5,000	New	+$246K	0.01%	407

Other funds holding HWH

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

FLC

Fifth Lane Capital Austin, Texas $82.3M AUM 26.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Karpus Investment Management sold out of HWH International (HWH) in Q1 2024, closing a stake of 5,000 shares — an estimated $263K sold.

Karpus Investment Management first reported a position in HWH in Q1 2022 and held it in 8 quarters. The position peaked at $263K in Q4 2023. 8 funds tracked by Wall St. Rank hold HWH as of Q1 2024.

Karpus Investment Management reported no remaining HWH International position as of Q1 2024 after selling out during the quarter.
Karpus Investment Management sold 5,000 HWH International shares in Q1 2024, an estimated $263K.
Karpus Investment Management first reported a position in HWH International in Q1 2022 and held it in 8 quarters.
Karpus Investment Management's HWH International position peaked at $263K in Q4 2023.
8 funds tracked by Wall St. Rank held HWH International as of Q1 2024.

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