KIM
IIF

Karpus Investment Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Karpus Investment Management’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.14M Buy
395,688
+221,988
+128% +$5.17M 0.25% 94
2025
Q4 		$4.34M Sell
173,700
-1,852
-1% -$49.5K 0.13% 134
2025
Q3 		$4.63M Sell
175,552
-47,722
-21% -$1.3M 0.15% 113
2025
Q2 		$6.3M Sell
223,274
-46,214
-17% -$1.21M 0.2% 108
2025
Q1 		$6.57M Sell
269,488
-2,549
-0.9% -$61.5K 0.21% 110
2024
Q4 		$6.87M Sell
272,037
-40,753
-13% -$1.13M 0.2% 103
2024
Q3 		$9.41M Sell
312,790
-2,728
-0.9% -$75.4K 0.26% 86
2024
Q2 		$8.44M Sell
315,518
-2,968
-0.9% -$71.4K 0.24% 80
2024
Q1 		$7.31M Buy
318,486
+2,163
+0.7% +$49K 0.21% 88
2023
Q4 		$6.79M Buy
316,323
+7,854
+3% +$174K 0.21% 93
2023
Q3 		$6.89M Buy
308,469
+19,998
+7% +$445K 0.23% 90
2023
Q2 		$6.25M Sell
288,471
-1,928
-0.7% -$39.1K 0.2% 102
2023
Q1 		$5.65M Buy
290,399
+35,049
+14% +$703K 0.18% 115
2022
Q4 		$5.18M Buy
255,350
+90,990
+55% +$2.13M 0.18% 124
2022
Q3 		$3.83M Buy
164,360
+100
+0.1% +$2.43K 0.13% 167
2022
Q2 		$3.67M Buy
164,260
+10,766
+7% +$252K 0.12% 177
2022
Q1 		$3.85M Buy
153,494
+14,689
+11% +$378K 0.12% 176
2021
Q4 		$3.71M Buy
138,805
+2,864
+2% +$77.5K 0.11% 176
2021
Q3 		$3.75M Buy
135,941
+13,415
+11% +$353K 0.11% 142
2021
Q2 		$3.02M Sell
122,526
-4,535
-4% -$108K 0.09% 163
2021
Q1 		$2.96M Sell
127,061
-2,938
-2% -$67.9K 0.09% 157
2020
Q4 		$2.76M Sell
129,999
-3,733
-3% -$71.1K 0.09% 140
2020
Q3 		$2.32M Sell
133,732
-50,222
-27% -$860K 0.08% 134
2020
Q2 		$2.99M Sell
183,954
-5,523
-3% -$78.3K 0.11% 117
2020
Q1 		$2.43M Buy
189,477
+16,412
+9% +$303K 0.09% 126
2019
Q4 		$3.44M Buy
173,065
+3,510
+2% +$68K 0.12% 114
2019
Q3 		$3.21M Sell
169,555
-1,661
-1% -$31.5K 0.12% 117
2019
Q2 		$3.59M Buy
171,216
+1,100
+0.6% +$22.8K 0.13% 110
2019
Q1 		$3.58M Sell
170,116
-12,501
-7% -$248K 0.13% 112
2018
Q4 		$3.66M Sell
182,617
-12,460
-6% -$273K 0.15% 106
2018
Q3 		$4.58M Buy
195,077
+153,965
+375% +$4.04M 0.18% 87
2018
Q2 		$1.09M Sell
41,112
-250
-0.6% -$7.48K 0.05% 119
2018
Q1 		$1.26M Sell
41,362
-130
-0.3% -$4.2K 0.06% 109
2017
Q4 		$1.38M Sell
41,492
-1,895
-4% -$67.3K 0.06% 102
2017
Q3 		$1.49M Sell
43,387
-10
-0% -$346 0.08% 91
2017
Q2 		$1.41M Sell
43,397
-150
-0.3% -$4.98K 0.07% 94
2017
Q1 		$1.37M Sell
43,547
-670
-2% -$19.3K 0.07% 103
2016
Q4 		$1.13M Buy
44,217
+746
+2% +$20.2K 0.07% 117
2016
Q3 		$1.24M Buy
43,471
+475
+1% +$13.4K 0.07% 113
2016
Q2 		$1.15M Sell
42,996
-770
-2% -$19.9K 0.06% 120
2016
Q1 		$1.09M Buy
43,766
+11,156
+34% +$261K 0.05% 136
2015
Q4 		$831K Buy
32,610
+3,620
+12% +$93.5K 0.04% 161
2015
Q3 		$765K Sell
28,990
-3,010
-9% -$82K 0.04% 166
2015
Q2 		$879K Buy
+32,000
New +$866K 0.04% 157
2014
Q1 		– Sell
-23,076
Closed -$403K – 199
2013
Q4 		$403K Sell
23,076
-11,128
-33% -$187K 0.02% 177
2013
Q3 		$515K Sell
34,204
-2,014
-6% -$30.4K 0.03% 155
2013
Q2 		$558K Buy
+36,218
New +$619K 0.04% 127

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Karpus Investment Management's IIF Position: Q1 2026 in Review

Karpus Investment Management increased its Morgan Stanley India Investment Fund (IIF) stake by 128% in Q1 2026, buying an estimated $5.17M and bringing the position to 395,688 shares worth $8.14M. The position accounts for 0.25% of the portfolio, ranked #94.

Karpus Investment Management first reported a position in IIF in Q2 2013 and has held it in 47 quarters since. The position peaked at $9.41M in Q3 2024. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Karpus Investment Management held 395,688 shares of Morgan Stanley India Investment Fund worth $8.14M as of Q1 2026.
  • Karpus Investment Management bought 221,988 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $5.17M.
  • Morgan Stanley India Investment Fund made up 0.25% of Karpus Investment Management's portfolio in Q1 2026, its #94 holding.
  • Karpus Investment Management first reported a position in Morgan Stanley India Investment Fund in Q2 2013 and has held it in 47 quarters since.
  • Karpus Investment Management's Morgan Stanley India Investment Fund position peaked at $9.41M in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.