Karpus Investment Management’s SunCar Technology Group SDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-424,925	Closed	-$4.36M	–	464
2022 Q3	$4.36M	Sell	424,925 -9,699	-2%	-$98.9K	0.15%	151
2022 Q2	$4.41M	Sell	434,624 -201,300	-32%	-$2.03M	0.15%	152
2022 Q1	$6.38M	Sell	635,924 -8,275	-1%	-$82.8K	0.19%	112
2021 Q4	$6.4M	Sell	644,199 -1,850	-0.3%	-$18.3K	0.18%	118
2021 Q3	$6.41M	Sell	646,049 -2,505	-0.4%	-$24.6K	0.19%	110
2021 Q2	$6.36M	Buy	+648,554	New	+$6.37M	0.19%	118

Other funds holding SDA

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.1B AUM 64.06% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

SFM

Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.97% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Karpus Investment Management sold out of SunCar Technology Group (SDA) in Q4 2022, closing a stake of 424,925 shares — an estimated $4.36M sold.

Karpus Investment Management first reported a position in SDA in Q2 2021 and held it in 6 quarters. The position peaked at $6.41M in Q3 2021. 15 funds tracked by Wall St. Rank hold SDA as of Q4 2022.

Karpus Investment Management reported no remaining SunCar Technology Group position as of Q4 2022 after selling out during the quarter.
Karpus Investment Management sold 424,925 SunCar Technology Group shares in Q4 2022, an estimated $4.36M.
Karpus Investment Management first reported a position in SunCar Technology Group in Q2 2021 and held it in 6 quarters.
Karpus Investment Management's SunCar Technology Group position peaked at $6.41M in Q3 2021.
15 funds tracked by Wall St. Rank held SunCar Technology Group as of Q4 2022.

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