J. Goldman & Co’s SVF Investment Corp. Unit SVFAU Stock Holding History

J. Goldman & Co’s Portfolio SVFAU Stock Details SVFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-337,500	Closed	-$3.41M	–	537
2022 Q4	$3.41M	Hold	337,500	–	–	0.17%	131
2022 Q3	$3.37M	Sell	337,500 -22,506	-6%	-$223K	0.16%	155
2022 Q2	$3.56M	Hold	360,006	–	–	0.17%	140
2022 Q1	$3.57M	Sell	360,006 -750	-0.2%	-$7.46K	0.16%	151
2021 Q4	$3.71M	Buy	360,756 +60,006	+20%	+$615K	0.2%	137
2021 Q3	$2.99M	Buy	300,750 +150,000	+100%	+$1.5M	0.15%	158
2021 Q2	$1.53M	Buy	150,750 +60,000	+66%	+$622K	0.06%	253
2021 Q1	$958K	Buy	+90,750	New	+$1.14M	0.03%	308

Other funds holding SVFAU

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

J. Goldman & Co's SVFAU Position: Q1 2023 in Review

J. Goldman & Co sold out of SVF Investment Corp. Unit (SVFAU) in Q1 2023, closing a stake of 337,500 shares — an estimated $3.41M sold.

J. Goldman & Co first reported a position in SVFAU in Q1 2021 and held it in 8 quarters. The position peaked at $3.71M in Q4 2021. 1 fund tracked by Wall St. Rank holds SVFAU as of Q1 2023.

J. Goldman & Co reported no remaining SVF Investment Corp. Unit position as of Q1 2023 after selling out during the quarter.
J. Goldman & Co sold 337,500 SVF Investment Corp. Unit shares in Q1 2023, an estimated $3.41M.
J. Goldman & Co first reported a position in SVF Investment Corp. Unit in Q1 2021 and held it in 8 quarters.
J. Goldman & Co's SVF Investment Corp. Unit position peaked at $3.71M in Q4 2021.
1 fund tracked by Wall St. Rank held SVF Investment Corp. Unit as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.