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Daniel Sundheim’s Finance of America Companies FOA Stock Holding History

Daniel Sundheim’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-649,420
Closed -$32.1M – 50
2021
Q3 		$32.1M Hold
649,420
– – 0.18% 47
2021
Q2 		$49.6M Buy
+649,420
New +$62.9M 0.32% 36

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daniel Sundheim's FOA Position: Q4 2021 in Review

Daniel Sundheim sold out of Finance of America Companies (FOA) in Q4 2021, closing a stake of 649,420 shares — an estimated $32.1M sold.

Daniel Sundheim first reported a position in FOA in Q2 2021 and held it in 2 quarters. The position peaked at $49.6M in Q2 2021. 68 funds tracked by Wall St. Rank hold FOA as of Q4 2021.

  • Daniel Sundheim reported no remaining Finance of America Companies position as of Q4 2021 after selling out during the quarter.
  • Daniel Sundheim sold 649,420 Finance of America Companies shares in Q4 2021, an estimated $32.1M.
  • Daniel Sundheim first reported a position in Finance of America Companies in Q2 2021 and held it in 2 quarters.
  • Daniel Sundheim's Finance of America Companies position peaked at $49.6M in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2021.

Based on D1 Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.