Karpus Investment Management’s Nikola Corporation Common Stock NKLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-78,438	Closed	-$24.3M	–	243
2019 Q4	$24.3M	Sell	78,438 -1,395	-2%	-$430K	0.81%	33
2019 Q3	$24.5M	Buy	79,833 +10,171	+15%	+$3.1M	0.94%	28
2019 Q2	$21.2M	Sell	69,662 -839	-1%	-$253K	0.77%	31
2019 Q1	$21.2M	Buy	70,501 +43,849	+165%	+$13.1M	0.77%	28
2018 Q4	$7.76M	Sell	26,652 -54,326	-67%	-$15.7M	0.32%	67
2018 Q3	$23.2M	Buy	+80,978	New	+$23.2M	0.94%	26

Other funds holding NKLA

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

WCMNY

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

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

Karpus Investment Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2020, closing a stake of 78,438 shares — an estimated $24.3M sold.

Karpus Investment Management first reported a position in NKLA in Q3 2018 and held it in 6 quarters. The position peaked at $24.5M in Q3 2019. 60 funds tracked by Wall St. Rank hold NKLA as of Q1 2020.

Karpus Investment Management reported no remaining Nikola Corporation Common Stock position as of Q1 2020 after selling out during the quarter.
Karpus Investment Management sold 78,438 Nikola Corporation Common Stock shares in Q1 2020, an estimated $24.3M.
Karpus Investment Management first reported a position in Nikola Corporation Common Stock in Q3 2018 and held it in 6 quarters.
Karpus Investment Management's Nikola Corporation Common Stock position peaked at $24.5M in Q3 2019.
60 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2020.

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