CM
OCAX

Crystalline Management’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Crystalline Management’s Portfolio OCAX Stock Details OCAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-192,110
Closed -$2.15M – 119
2024
Q2 		$2.15M Hold
192,110
– – 2.05% 16
2024
Q1 		$2.08M Buy
192,110
+44,000
+30% +$477K 2.71% 12
2023
Q4 		$1.6M Hold
148,110
– – 2.03% 17
2023
Q3 		$1.58M Hold
148,110
– – 1.13% 33
2023
Q2 		$1.56M Buy
148,110
+67,343
+83% +$702K 1.1% 33
2023
Q1 		$829K Sell
80,767
-130,384
-62% -$1.34M 0.6% 43
2022
Q4 		$2.17M Buy
+211,151
New +$2.14M 1.09% 32

Other funds holding OCAX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

Crystalline Management's OCAX Position: Q3 2024 in Review

Crystalline Management sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q3 2024, closing a stake of 192,110 shares — an estimated $2.15M sold.

Crystalline Management first reported a position in OCAX in Q4 2022 and held it in 7 quarters. The position peaked at $2.17M in Q4 2022. 4 funds tracked by Wall St. Rank hold OCAX as of Q3 2024.

  • Crystalline Management reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
  • Crystalline Management sold 192,110 OCA Acquisition Corp. Class A Common Stock shares in Q3 2024, an estimated $2.15M.
  • Crystalline Management first reported a position in OCA Acquisition Corp. Class A Common Stock in Q4 2022 and held it in 7 quarters.
  • Crystalline Management's OCA Acquisition Corp. Class A Common Stock position peaked at $2.17M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q3 2024.

Based on Crystalline Management's 13F filing for Q3 2024, filed 8 Nov 2024.