Karpus Investment Management’s Monument Circle Acquisition Corp. Class A Common Stock MON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-187,107	Closed	-$1.85M	–	524
2022 Q3	$1.85M	Buy	187,107 +18,307	+11%	+$181K	0.06%	254
2022 Q2	$1.66M	Buy	168,800 +125,000	+285%	+$1.23M	0.06%	280
2022 Q1	$429K	Hold	43,800	–	–	0.01%	366
2021 Q4	$427K	Sell	43,800 -6,200	-12%	-$60.6K	0.01%	318
2021 Q3	$488K	Hold	50,000	–	–	0.01%	244
2021 Q2	$484K	Hold	50,000	–	–	0.01%	244
2021 Q1	$481K	Buy	+50,000	New	+$485K	0.01%	246

Other funds holding MON

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Karpus Investment Management's MON Position: Q4 2022 in Review

Karpus Investment Management sold out of Monument Circle Acquisition Corp. Class A Common Stock (MON) in Q4 2022, closing a stake of 187,107 shares — an estimated $1.85M sold.

Karpus Investment Management first reported a position in MON in Q1 2021 and held it in 7 quarters. The position peaked at $1.85M in Q3 2022. 1 fund tracked by Wall St. Rank holds MON as of Q4 2022.

Karpus Investment Management reported no remaining Monument Circle Acquisition Corp. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Karpus Investment Management sold 187,107 Monument Circle Acquisition Corp. Class A Common Stock shares in Q4 2022, an estimated $1.85M.
Karpus Investment Management first reported a position in Monument Circle Acquisition Corp. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Karpus Investment Management's Monument Circle Acquisition Corp. Class A Common Stock position peaked at $1.85M in Q3 2022.
1 fund tracked by Wall St. Rank held Monument Circle Acquisition Corp. Class A Common Stock as of Q4 2022.

Based on Karpus Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.