George W Karpus - Net Worth and Insider Trading
George W Karpus Net Worth
The estimated net worth of George W Karpus is at least $5 Million dollars as of 2024-05-24. George W Karpus is the 10% Owner of Eaton Vance Municipal Bond Fund and owns about 418,419 shares of Eaton Vance Municipal Bond Fund (EIM) stock worth over $4 Million. George W Karpus is also the 10% Owner of Lazard World Dividend & Income Fund, Inc. and owns about 23,803 shares of Lazard World Dividend & Income Fund, Inc. (LOR) stock worth over $230,413. Details can be seen in George W Karpus's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that George W Karpus has not made any transactions after 2020-07-28 and currently still holds the listed stock(s).
Transaction Summary of George W Karpus
George W Karpus Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, George W Karpus owns 16 companies in total, including DTFTax-Free Income Inc (DTF) , DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) , and Western Asset Inflation Linked Income Fund (WIA) among others .
Click here to see the complete history of George W Karpus’s form 4 insider trades.
Insider Ownership Summary of George W Karpus
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
DTF | DTFTax-Free Income Inc | 2020-10-01 | other: See Explanation of Responses |
DUC | DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC | 2020-10-01 | other: See Explanation of Responses |
WIA | Western Asset Inflation Linked Income Fund | 2020-10-01 | other: See Explanation of Responses |
2020-10-01 | other: See Explanation of Responses | ||
2020-10-01 | other: See Explanation of Responses | ||
2020-07-28 | 10 percent owner | ||
2019-08-28 | 10 percent owner | ||
2019-01-25 | 10 percent owner | ||
2018-03-08 | 10 percent owner | ||
2018-01-22 | 10 percent owner | ||
2017-04-11 | 10 percent owner | ||
2017-03-30 | 10 percent owner | ||
2017-03-20 | 10 percent owner | ||
2015-12-21 | 10 percent owner | ||
2008-08-22 | other: President of KIM | ||
2003-07-08 | director |
George W Karpus Latest Holdings Summary
George W Karpus currently owns a total of 2 stocks. Among these stocks, George W Karpus owns 418,419 shares of Eaton Vance Municipal Bond Fund (EIM) as of July 28, 2020, with a value of $4 Million and a weighting of 94.93%. George W Karpus also owns 23,803 shares of Lazard World Dividend & Income Fund, Inc. (LOR) as of August 28, 2019, with a value of $230,413 and a weighting of 5.07%.
Latest Holdings of George W Karpus
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
EIM | Eaton Vance Municipal Bond Fund | 2020-07-28 | 418,419 | 10.32 | 4,318,084 |
LOR | Lazard World Dividend & Income Fund, Inc. | 2019-08-28 | 23,803 | 9.68 | 230,413 |
Holding Weightings of George W Karpus
George W Karpus Form 4 Trading Tracker
According to the SEC Form 4 filings, George W Karpus has made a total of 3 transactions in Eaton Vance Municipal Bond Fund (EIM) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Eaton Vance Municipal Bond Fund is the sale of 77,932 shares on July 28, 2020, which brought George W Karpus around $1 Million.
According to the SEC Form 4 filings, George W Karpus has made a total of 1 transactions in Lazard World Dividend & Income Fund, Inc. (LOR) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Lazard World Dividend & Income Fund, Inc. is the sale of 24,288 shares on August 28, 2019, which brought George W Karpus around $242,880.
Insider Trading History of George W Karpus
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George W Karpus Trading Performance
George W Karpus Ownership Network
Ownership Network List of George W Karpus
Ownership Network Relation of George W Karpus
George W Karpus Owned Company Details
What does DTFTax-Free Income Inc do?
Who are the key executives at DTFTax-Free Income Inc?
George W Karpus is the other: See Explanation of Responses of DTFTax-Free Income Inc. Other key executives at DTFTax-Free Income Inc include other: Officer of Investment Adviser Grumhaus David D Jr. , Vice President Timothy P. Riordan , and CCO Kathleen Hegyi .
DTFTax-Free Income Inc (DTF) Insider Trades Summary
Over the past 18 months, George W Karpus made no insider transaction in DTFTax-Free Income Inc (DTF). Other recent insider transactions involving DTFTax-Free Income Inc (DTF) include a net purchase of 5,006 shares made by Grumhaus David D Jr. ,
In summary, during the past 3 months, insiders sold 0 shares of DTFTax-Free Income Inc (DTF) in total and bought 2,506 shares, with a net purchase of 2,506 shares. During the past 18 months, 0 shares of DTFTax-Free Income Inc (DTF) were sold and 5,006 shares were bought by its insiders, resulting in a net purchase of 5,006 shares.
DTFTax-Free Income Inc (DTF)'s detailed insider trading history can be found in Insider Trading Tracker table.
DTFTax-Free Income Inc Insider Transactions
George W Karpus Mailing Address
Above is the net worth, insider trading, and ownership report for George W Karpus. Currently GuruFocus does not have mailing address information for George W Karpus.