KIM
LOTZ

Karpus Investment Management’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Karpus Investment Management’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,062,000
Closed -$10.6M – 251
2019
Q4 		$10.6M Sell
1,062,000
-4,500
-0.4% -$44.6K 0.35% 69
2019
Q3 		$10.4M Buy
+1,066,500
New +$10.5M 0.4% 69

Other funds holding LOTZ

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Karpus Investment Management's LOTZ Position: Q1 2020 in Review

Karpus Investment Management sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q1 2020, closing a stake of 1,062,000 shares — an estimated $10.6M sold.

Karpus Investment Management first reported a position in LOTZ in Q3 2019 and held it in 2 quarters. The position peaked at $10.6M in Q4 2019. 43 funds tracked by Wall St. Rank hold LOTZ as of Q1 2020.

  • Karpus Investment Management reported no remaining CarLotz, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
  • Karpus Investment Management sold 1,062,000 CarLotz, Inc. Class A Common Stock shares in Q1 2020, an estimated $10.6M.
  • Karpus Investment Management first reported a position in CarLotz, Inc. Class A Common Stock in Q3 2019 and held it in 2 quarters.
  • Karpus Investment Management's CarLotz, Inc. Class A Common Stock position peaked at $10.6M in Q4 2019.
  • 43 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q1 2020.

Based on Karpus Investment Management's 13F filing for Q1 2020, filed 18 May 2020.