Longfellow Investment Management’s CF Acquisition Corp. IV Unit CFIVU Stock Holding History

Longfellow Investment Management’s Portfolio CFIVU Stock Details CFIVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-204,758	Closed	-$2.04M	–	331
2022 Q3	$2.04M	Buy	204,758 +58,206	+40%	+$576K	0.42%	53
2022 Q2	$1.45M	Sell	146,552 -244,592	-63%	-$2.42M	0.31%	73
2022 Q1	$3.88M	Buy	391,144 +25,060	+7%	+$249K	0.63%	29
2021 Q4	$3.64M	Sell	366,084 -130,978	-26%	-$1.31M	0.59%	35
2021 Q3	$4.92M	Hold	497,062	–	–	0.8%	21
2021 Q2	$4.99M	Sell	497,062 -161,038	-24%	-$1.62M	0.71%	24
2021 Q1	$6.6M	Sell	658,100 -91,900	-12%	-$968K	0.79%	25
2020 Q4	$7.72M	Buy	+750,000	New	+$7.73M	0.93%	26

Other funds holding CFIVU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Longfellow Investment Management's CFIVU Position: Q4 2022 in Review

Longfellow Investment Management sold out of CF Acquisition Corp. IV Unit (CFIVU) in Q4 2022, closing a stake of 204,758 shares — an estimated $2.04M sold.

Longfellow Investment Management first reported a position in CFIVU in Q4 2020 and held it in 8 quarters. The position peaked at $7.72M in Q4 2020. 4 funds tracked by Wall St. Rank hold CFIVU as of Q4 2022.

Longfellow Investment Management reported no remaining CF Acquisition Corp. IV Unit position as of Q4 2022 after selling out during the quarter.
Longfellow Investment Management sold 204,758 CF Acquisition Corp. IV Unit shares in Q4 2022, an estimated $2.04M.
Longfellow Investment Management first reported a position in CF Acquisition Corp. IV Unit in Q4 2020 and held it in 8 quarters.
Longfellow Investment Management's CF Acquisition Corp. IV Unit position peaked at $7.72M in Q4 2020.
4 funds tracked by Wall St. Rank held CF Acquisition Corp. IV Unit as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.