KIM
MXF

Karpus Investment Management’s Mexico Fund MXF Stock Holding History

Karpus Investment Management’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,912
Closed -$195K – 216
2024
Q3 		$195K Sell
12,912
-405
-3% -$6.3K 0.01% 214
2024
Q2 		$213K Sell
13,317
-235
-2% -$4.17K 0.01% 224
2024
Q1 		$260K Sell
13,552
-335
-2% -$6.21K 0.01% 233
2023
Q4 		$265K Sell
13,887
-440
-3% -$7.4K 0.01% 242
2023
Q3 		$236K Sell
14,327
-60
-0.4% -$1.03K 0.01% 261
2023
Q2 		$241K Buy
+14,387
New +$240K 0.01% 299
2020
Q2 		– Sell
-19,300
Closed -$161K – 222
2020
Q1 		$161K Buy
+19,300
New +$242K 0.01% 212

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Karpus Investment Management's MXF Position: Q4 2024 in Review

Karpus Investment Management sold out of Mexico Fund (MXF) in Q4 2024, closing a stake of 12,912 shares — an estimated $195K sold.

Karpus Investment Management first reported a position in MXF in Q1 2020 and held it in 7 quarters. The position peaked at $265K in Q4 2023. 38 funds tracked by Wall St. Rank hold MXF as of Q4 2024.

  • Karpus Investment Management reported no remaining Mexico Fund position as of Q4 2024 after selling out during the quarter.
  • Karpus Investment Management sold 12,912 Mexico Fund shares in Q4 2024, an estimated $195K.
  • Karpus Investment Management first reported a position in Mexico Fund in Q1 2020 and held it in 7 quarters.
  • Karpus Investment Management's Mexico Fund position peaked at $265K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Mexico Fund as of Q4 2024.

Based on Karpus Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.