KIM
VSEE

Karpus Investment Management’s VSEE HEALTH INC VSEE Stock Holding History

Karpus Investment Management’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-572,300
Closed -$5.8M – 476
2022
Q3 		$5.8M Sell
572,300
-28,475
-5% -$287K 0.2% 117
2022
Q2 		$6.03M Sell
600,775
-300
-0% -$3K 0.2% 110
2022
Q1 		$6M Buy
601,075
+466,075
+345% +$4.63M 0.18% 120
2021
Q4 		$1.33M Buy
+135,000
New +$1.33M 0.04% 246

Other funds holding VSEE

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.27% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Karpus Investment Management sold out of VSEE HEALTH INC (VSEE) in Q4 2022, closing a stake of 572,300 shares — an estimated $5.8M sold.

Karpus Investment Management first reported a position in VSEE in Q4 2021 and held it in 4 quarters. The position peaked at $6.03M in Q2 2022. 9 funds tracked by Wall St. Rank hold VSEE as of Q4 2022.

  • Karpus Investment Management reported no remaining VSEE HEALTH INC position as of Q4 2022 after selling out during the quarter.
  • Karpus Investment Management sold 572,300 VSEE HEALTH INC shares in Q4 2022, an estimated $5.8M.
  • Karpus Investment Management first reported a position in VSEE HEALTH INC in Q4 2021 and held it in 4 quarters.
  • Karpus Investment Management's VSEE HEALTH INC position peaked at $6.03M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held VSEE HEALTH INC as of Q4 2022.

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