KIM
UCFI

Karpus Investment Management’s CN Healthy Food Tech Group UCFI Stock Holding History

Karpus Investment Management’s Portfolio UCFI Stock Details UCFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,775
Closed -$112K – 232
2025
Q3 		$112K Sell
10,775
-618,750
-98% -$6.29M ﹤0.01% 204
2025
Q2 		$6.57M Sell
629,525
-5,950
-0.9% -$62.7K 0.21% 106
2025
Q1 		$6.67M Sell
635,475
-15,725
-2% -$164K 0.22% 108
2024
Q4 		$6.7M Sell
651,200
-8,425
-1% -$86.5K 0.2% 105
2024
Q3 		$6.72M Buy
659,625
+825
+0.1% +$8.35K 0.19% 110
2024
Q2 		$6.63M Buy
658,800
+387,325
+143% +$3.89M 0.19% 97
2024
Q1 		$2.71M Buy
+271,475
New +$2.71M 0.08% 150

Other funds holding UCFI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karpus Investment Management's UCFI Position: Q4 2025 in Review

Karpus Investment Management sold out of CN Healthy Food Tech Group (UCFI) in Q4 2025, closing a stake of 10,775 shares — an estimated $112K sold.

Karpus Investment Management first reported a position in UCFI in Q1 2024 and held it in 7 quarters. The position peaked at $6.72M in Q3 2024. 12 funds tracked by Wall St. Rank hold UCFI as of Q4 2025.

  • Karpus Investment Management reported no remaining CN Healthy Food Tech Group position as of Q4 2025 after selling out during the quarter.
  • Karpus Investment Management sold 10,775 CN Healthy Food Tech Group shares in Q4 2025, an estimated $112K.
  • Karpus Investment Management first reported a position in CN Healthy Food Tech Group in Q1 2024 and held it in 7 quarters.
  • Karpus Investment Management's CN Healthy Food Tech Group position peaked at $6.72M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held CN Healthy Food Tech Group as of Q4 2025.

Based on Karpus Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.