NFJ β€” Virtus DVD Intrst & PRM STR

Ownership history in Karpus Management, Inc.  Β·  13 quarters on record

This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in Virtus DVD Intrst & PRM STR (NFJ). 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.

πŸ” Peak position
1.06% (2023 Q4)
πŸ“Š Avg. % of fund
0.73%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

Karpus Management, Inc. Γ— NFJ AI Analytics

πŸ“‰ Karpus Management, Inc. underperformed the S&P 500 by –6.8% annually on this NFJ position. Timing score: 67% (8/12 decisions correct). Average cost basis: $8.63. Maximum drawdown during holding period: –5.3%.

πŸ“ˆ Position Alpha vs SPY
-6.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.8% ann.
12 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
8 of 12 add/trim decisions correct

πŸ’° Entry Quality
$8.63
+43.8% vs current ($12.41)

Best entry: $7.77 (2022 Q3)  Β·  Worst: $10.18 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–5.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
46%
buy-side decisions

6 adds Β· 7 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.36% of portfolio

⚠ 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.

% of Fund (quarterly)    NFJ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 871,537 -565,834 -39.4% 0.36% $11.3M $12.41
2025 Q2 REDUCED 1,437,371 -46,217 -3.1% 0.57% $17.8M $11.55
2025 Q1 REDUCED 1,483,588 -167,873 -10.2% 0.58% $18.0M $11.02
2024 Q4 REDUCED 1,651,461 -583,107 -26.1% 0.62% $20.9M $11.19
2024 Q3 REDUCED 2,234,568 -78,497 -3.4% 0.81% $29.1M $11.29
2024 Q2 REDUCED 2,313,065 -456,845 -16.5% 0.80% $28.4M $10.38
2024 Q1 REDUCED 2,769,910 -665 -0.0% 1.02% $35.4M $10.56
2023 Q4 ADDED 2,770,575 +19,387 +0.7% 1.06% $34.9M $10.18
2023 Q3 ADDED 2,751,188 +113,988 +4.3% 1.05% $31.2M $8.97
2023 Q2 ADDED 2,637,200 +309,126 +13.3% 1.01% $32.2M $9.47
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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