KIM
IVH

Karpus Investment Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Karpus Investment Management’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,199,283
Closed -$13.1M – 449
2022
Q4 		$13.1M Sell
1,199,283
-11,650
-1% -$123K 0.44% 53
2022
Q3 		$12.2M Buy
1,210,933
+164,619
+16% +$1.83M 0.43% 55
2022
Q2 		$10.7M Buy
+1,046,314
New +$11.9M 0.36% 59

Karpus Investment Management's IVH Position: Q1 2023 in Review

Karpus Investment Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 1,199,283 shares — an estimated $13.1M sold.

Karpus Investment Management first reported a position in IVH in Q2 2022 and held it in 3 quarters. The position peaked at $13.1M in Q4 2022. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

  • Karpus Investment Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Karpus Investment Management sold 1,199,283 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $13.1M.
  • Karpus Investment Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2022 and held it in 3 quarters.
  • Karpus Investment Management's Delaware Ivy High Income Opportunities Fund position peaked at $13.1M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.