Ownership history in Karpus Management, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in ABERDEEN AUSTRALIA EQUITY F Common (IAF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Karpus Management, Inc. underperformed the S&P 500 by β66.1% annually on this IAF position. Timing score: 36% (4/11 decisions correct). Average cost basis: $7.01. Maximum drawdown during holding period: β20.1%.
β Significantly underperformed the S&P 500 by 66.1% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $3.35 (2008 Q4) Β· Worst: $13.02 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 7 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size