CH
FORLU

CVI Holdings’s Four Leaf Acquisition Corp Unit FORLU Stock Holding History

CVI Holdings’s Portfolio FORLU Stock Details FORLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-104,200
Closed -$1.08M – 312
2023
Q2 		$1.08M Hold
104,200
– – 1.13% 28
2023
Q1 		$1.07M Buy
+104,200
New +$1.07M 0.4% 79

Other funds holding FORLU

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

CVI Holdings's FORLU Position: Q3 2023 in Review

CVI Holdings sold out of Four Leaf Acquisition Corp Unit (FORLU) in Q3 2023, closing a stake of 104,200 shares — an estimated $1.08M sold.

CVI Holdings first reported a position in FORLU in Q1 2023 and held it in 2 quarters. The position peaked at $1.08M in Q2 2023. 16 funds tracked by Wall St. Rank hold FORLU as of Q3 2023.

  • CVI Holdings reported no remaining Four Leaf Acquisition Corp Unit position as of Q3 2023 after selling out during the quarter.
  • CVI Holdings sold 104,200 Four Leaf Acquisition Corp Unit shares in Q3 2023, an estimated $1.08M.
  • CVI Holdings first reported a position in Four Leaf Acquisition Corp Unit in Q1 2023 and held it in 2 quarters.
  • CVI Holdings's Four Leaf Acquisition Corp Unit position peaked at $1.08M in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Four Leaf Acquisition Corp Unit as of Q3 2023.

Based on CVI Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.