Jefferies Financial Group’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

Jefferies Financial Group’s Portfolio FMIVU Stock Details FMIVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-168,008	Closed	-$1.72M	–	2106
2023 Q2	$1.72M	Hold	168,008	–	–	0.02%	709
2023 Q1	$1.72M	Hold	168,008	–	–	0.01%	712
2022 Q4	$1.69M	Buy	+168,008	New	+$1.67M	0.01%	716

Jefferies Financial Group's FMIVU Position: Q3 2023 in Review

Jefferies Financial Group sold out of Forum Merger IV Corporation Unit (FMIVU) in Q3 2023, closing a stake of 168,008 shares — an estimated $1.72M sold.

Jefferies Financial Group first reported a position in FMIVU in Q4 2022 and held it in 3 quarters. The position peaked at $1.72M in Q2 2023. 0 funds tracked by Wall St. Rank hold FMIVU as of Q3 2023.

Jefferies Financial Group reported no remaining Forum Merger IV Corporation Unit position as of Q3 2023 after selling out during the quarter.
Jefferies Financial Group sold 168,008 Forum Merger IV Corporation Unit shares in Q3 2023, an estimated $1.72M.
Jefferies Financial Group first reported a position in Forum Merger IV Corporation Unit in Q4 2022 and held it in 3 quarters.
Jefferies Financial Group's Forum Merger IV Corporation Unit position peaked at $1.72M in Q2 2023.
0 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q3 2023.

Based on Jefferies Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.