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Karpus Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Karpus Investment Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3M Buy
3,116,511
+1,286,001
+70% +$7.69M 0.54% 48
2025
Q4 		$11.5M Buy
+1,830,510
New +$11.4M 0.35% 72
2024
Q2 		– Sell
-88,070
Closed -$630K – 234
2024
Q1 		$630K Buy
88,070
+37,770
+75% +$253K 0.02% 213
2023
Q4 		$321K Buy
+50,300
New +$306K 0.01% 236
2021
Q2 		– Sell
-846,864
Closed -$6.46M – 322
2021
Q1 		$6.46M Sell
846,864
-1,550,027
-65% -$11.3M 0.2% 115
2020
Q4 		$16.5M Buy
2,396,891
+381,448
+19% +$2.45M 0.52% 56
2020
Q3 		$12.1M Sell
2,015,443
-6,983
-0.3% -$41.7K 0.44% 58
2020
Q2 		$11.6M Buy
2,022,426
+627,694
+45% +$3.39M 0.44% 62
2020
Q1 		$6.75M Buy
+1,394,732
New +$8.61M 0.26% 81
2018
Q2 		– Sell
-2,093,528
Closed -$12.8M – 181
2018
Q1 		$12.8M Sell
2,093,528
-1,086,048
-34% -$6.9M 0.58% 49
2017
Q4 		$20M Sell
3,179,576
-1,700,775
-35% -$10.4M 0.92% 31
2017
Q3 		$29.4M Sell
4,880,351
-1,965,540
-29% -$11.3M 1.49% 17
2017
Q2 		$38.7M Sell
6,845,891
-1,190,795
-15% -$6.61M 1.96% 13
2017
Q1 		$43.9M Sell
8,036,686
-364,831
-4% -$1.98M 2.27% 8
2016
Q4 		$43.4M Buy
8,401,517
+97,470
+1% +$495K 2.49% 7
2016
Q3 		$43M Buy
8,304,047
+16,198
+0.2% +$83.4K 2.27% 7
2016
Q2 		$41.6M Buy
8,287,849
+75,916
+0.9% +$379K 2.13% 9
2016
Q1 		$40.8M Buy
8,211,933
+1,683,811
+26% +$7.96M 1.86% 10
2015
Q4 		$34.9M Buy
6,528,122
+474,602
+8% +$2.52M 1.57% 17
2015
Q3 		$30.8M Buy
6,053,520
+425,983
+8% +$2.34M 1.43% 16
2015
Q2 		$32.4M Buy
5,627,537
+327,478
+6% +$1.93M 1.52% 14
2015
Q1 		$31M Buy
5,300,059
+834,876
+19% +$4.86M 1.44% 17
2014
Q4 		$26.7M Buy
4,465,183
+333,066
+8% +$1.94M 1.27% 21
2014
Q3 		$24.1M Buy
4,132,117
+289,141
+8% +$1.72M 1.17% 24
2014
Q2 		$23.1M Buy
3,842,976
+406,347
+12% +$2.38M 1.11% 27
2014
Q1 		$20.2M Sell
3,436,629
-96,834
-3% -$565K 1.05% 23
2013
Q4 		$21.1M Buy
3,533,463
+329,916
+10% +$1.88M 1.17% 21
2013
Q3 		$17.3M Sell
3,203,547
-873,009
-21% -$4.8M 1.11% 25
2013
Q2 		$21.2M Buy
+4,076,556
New +$21.2M 1.48% 17

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karpus Investment Management's USA Position: Q1 2026 in Review

Karpus Investment Management increased its Liberty All-Star Equity Fund (USA) stake by 70% in Q1 2026, buying an estimated $7.69M and bringing the position to 3,116,511 shares worth $17.3M. The position accounts for 0.54% of the portfolio, ranked #48.

Karpus Investment Management first reported a position in USA in Q2 2013 and has held it in 29 quarters since. The position peaked at $43.9M in Q1 2017. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Karpus Investment Management held 3,116,511 shares of Liberty All-Star Equity Fund worth $17.3M as of Q1 2026.
  • Karpus Investment Management bought 1,286,001 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $7.69M.
  • Liberty All-Star Equity Fund made up 0.54% of Karpus Investment Management's portfolio in Q1 2026, its #48 holding.
  • Karpus Investment Management first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 29 quarters since.
  • Karpus Investment Management's Liberty All-Star Equity Fund position peaked at $43.9M in Q1 2017.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.