KIM
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Karpus Investment Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Karpus Investment Management’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-269,531
Closed -$3.18M – 217
2024
Q3 		$3.18M Sell
269,531
-351,988
-57% -$4.04M 0.09% 149
2024
Q2 		$6.99M Sell
621,519
-335,717
-35% -$3.65M 0.2% 93
2024
Q1 		$10.5M Buy
957,236
+6,177
+0.6% +$67.6K 0.3% 65
2023
Q4 		$10.5M Buy
951,059
+54,746
+6% +$549K 0.32% 61
2023
Q3 		$8.67M Sell
896,313
-2,800
-0.3% -$29.1K 0.29% 73
2023
Q2 		$9.67M Buy
899,113
+3,218
+0.4% +$34.9K 0.3% 75
2023
Q1 		$9.89M Buy
895,895
+149,291
+20% +$1.64M 0.31% 73
2022
Q4 		$7.99M Buy
746,604
+599,881
+409% +$6.23M 0.27% 84
2022
Q3 		$1.54M Sell
146,723
-34,920
-19% -$402K 0.05% 277
2022
Q2 		$2.13M Buy
181,643
+151,828
+509% +$1.78M 0.07% 251
2022
Q1 		$375K Sell
29,815
-112
-0.4% -$1.48K 0.01% 371
2021
Q4 		$443K Sell
29,927
-54,663
-65% -$796K 0.01% 314
2021
Q3 		$1.25M Sell
84,590
-137,563
-62% -$2.08M 0.04% 204
2021
Q2 		$3.35M Sell
222,153
-220,613
-50% -$3.23M 0.1% 160
2021
Q1 		$6.31M Sell
442,766
-391,820
-47% -$5.55M 0.19% 116
2020
Q4 		$11.8M Sell
834,586
-26,604
-3% -$366K 0.37% 74
2020
Q3 		$11.8M Sell
861,190
-16,944
-2% -$234K 0.43% 60
2020
Q2 		$11.8M Sell
878,134
-498
-0.1% -$6.51K 0.45% 61
2020
Q1 		$11.5M Sell
878,632
-29,890
-3% -$417K 0.44% 56
2019
Q4 		$12.9M Sell
908,522
-85,117
-9% -$1.2M 0.43% 59
2019
Q3 		$14.2M Sell
993,639
-439,319
-31% -$6.18M 0.54% 53
2019
Q2 		$19.9M Sell
1,432,958
-44,368
-3% -$604K 0.72% 36
2019
Q1 		$19.8M Buy
1,477,326
+30,357
+2% +$392K 0.72% 31
2018
Q4 		$17.7M Buy
1,446,969
+357,905
+33% +$4.37M 0.73% 28
2018
Q3 		$13.4M Buy
1,089,064
+760,757
+232% +$9.51M 0.54% 46
2018
Q2 		$4.14M Buy
328,307
+277,315
+544% +$3.48M 0.18% 79
2018
Q1 		$647K Buy
+50,992
New +$672K 0.03% 126
2016
Q3 		– Sell
-35,088
Closed -$550K – 160
2016
Q2 		$550K Sell
35,088
-16,200
-32% -$246K 0.03% 140
2016
Q1 		$756K Sell
51,288
-177,908
-78% -$2.54M 0.03% 150
2015
Q4 		$3.26M Sell
229,196
-489
-0.2% -$6.75K 0.15% 104
2015
Q3 		$3.08M Buy
229,685
+16,856
+8% +$227K 0.14% 114
2015
Q2 		$2.88M Buy
212,829
+127,647
+150% +$1.76M 0.14% 116
2015
Q1 		$1.18M Buy
85,182
+27,492
+48% +$380K 0.06% 141
2014
Q4 		$781K Buy
57,690
+11,298
+24% +$152K 0.04% 154
2014
Q3 		$618K Buy
46,392
+6,649
+17% +$89.3K 0.03% 144
2014
Q2 		$546K Buy
39,743
+23,950
+152% +$324K 0.03% 141
2014
Q1 		$210K Hold
15,793
– – 0.01% 185
2013
Q4 		$201K Buy
+15,793
New +$199K 0.01% 198

Other funds holding NAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Karpus Investment Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2024, closing a stake of 269,531 shares — an estimated $3.18M sold.

Karpus Investment Management first reported a position in NAN in Q4 2013 and held it in 38 quarters. The position peaked at $19.9M in Q2 2019. 47 funds tracked by Wall St. Rank hold NAN as of Q4 2024.

  • Karpus Investment Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Karpus Investment Management sold 269,531 Nuveen New York Quality Municipal Income Fund shares in Q4 2024, an estimated $3.18M.
  • Karpus Investment Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2013 and held it in 38 quarters.
  • Karpus Investment Management's Nuveen New York Quality Municipal Income Fund position peaked at $19.9M in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2024.

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