Ownership history in Karpus Management, Inc. · 52 quarters on record
This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in MFS INTERMEDIATE INC TRUST Common Stock (MIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,639,674 | -469,192 | -9.2% | 0.39% | $12.4M | $2.56 |
| 2025 Q2 | REDUCED | 5,108,866 | -1,941,111 | -27.5% | 0.45% | $13.8M | $2.54 |
| 2025 Q1 | REDUCED | 7,049,977 | -1,171,084 | -14.2% | 0.61% | $19.0M | $2.46 |
| 2024 Q4 | REDUCED | 8,221,061 | -609,062 | -6.9% | 0.65% | $21.9M | $2.38 |
| 2024 Q3 | REDUCED | 8,830,123 | -468,018 | -5.0% | 0.67% | $24.0M | $2.38 |
| 2024 Q2 | ADDED | 9,298,141 | +1,657,470 | +21.7% | 0.70% | $24.7M | $2.28 |
| 2024 Q1 | ADDED | 7,640,671 | +2,568,806 | +50.6% | 0.59% | $20.3M | $2.23 |
| 2023 Q4 | REDUCED | 5,071,865 | -47,519 | -0.9% | 0.41% | $13.6M | $2.19 |
| 2023 Q3 | REDUCED | 5,119,384 | -144,154 | -2.7% | 0.46% | $13.7M | $2.15 |
| 2023 Q2 | ADDED | 5,263,538 | +1,133,988 | +27.5% | 0.45% | $14.4M | $2.14 |
As of 2025 Q4 — sorted by position size