Altshuler Shaham’s Forum Merger IV Corporation Class A Common stock FMIV Stock Holding History

Altshuler Shaham’s Portfolio FMIV Stock Details FMIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-30,050	Closed	-$301	–	503
2022 Q4	$301	Buy	+30,050	New	+$299K	﹤0.01%	446
2022 Q2	–	Sell	-825,200	Closed	-$8.06M	–	606
2022 Q1	$8.06M	Buy	825,200 +200	+0%	+$1.95K	0.07%	49
2021 Q4	$8.04M	Hold	825,000	–	–	0.07%	55
2021 Q3	$8.09M	Hold	825,000	–	–	0.06%	74
2021 Q2	$8.06M	Buy	+825,000	New	+$8.05M	0.06%	81

Other funds holding FMIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

ETH

Exos TFP Holdings New York $162M AUM 16.08% 1-Year Est. Return

Altshuler Shaham's FMIV Position: Q1 2023 in Review

Altshuler Shaham sold out of Forum Merger IV Corporation Class A Common stock (FMIV) in Q1 2023, closing a stake of 30,050 shares — an estimated $301 sold.

Altshuler Shaham first reported a position in FMIV in Q2 2021 and held it in 5 quarters. The position peaked at $8.09M in Q3 2021. 30 funds tracked by Wall St. Rank hold FMIV as of Q1 2023.

Altshuler Shaham reported no remaining Forum Merger IV Corporation Class A Common stock position as of Q1 2023 after selling out during the quarter.
Altshuler Shaham sold 30,050 Forum Merger IV Corporation Class A Common stock shares in Q1 2023, an estimated $301.
Altshuler Shaham first reported a position in Forum Merger IV Corporation Class A Common stock in Q2 2021 and held it in 5 quarters.
Altshuler Shaham's Forum Merger IV Corporation Class A Common stock position peaked at $8.09M in Q3 2021.
30 funds tracked by Wall St. Rank held Forum Merger IV Corporation Class A Common stock as of Q1 2023.

Based on Altshuler Shaham's 13F filing for Q1 2023, filed 9 May 2023.