Longfellow Investment Management’s OCA Acquisition Corp. Unit OCAXU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-427	Closed	-$4.73K	–	292
2023 Q4	$4.73K	Sell	427 -452	-51%	-$4.89K	﹤0.01%	174
2023 Q3	$9.4K	Buy	+879	New	+$9.26K	﹤0.01%	147
2023 Q1	–	Sell	-9,799	Closed	-$100K	–	295
2022 Q4	$100K	Hold	9,799	–	–	0.02%	171
2022 Q3	$98K	Hold	9,799	–	–	0.02%	207
2022 Q2	$99K	Hold	9,799	–	–	0.02%	220
2022 Q1	$99K	Hold	9,799	–	–	0.02%	250
2021 Q4	$100K	Sell	9,799 -200,000	-95%	-$2.03M	0.02%	253
2021 Q3	$2.13M	Hold	209,799	–	–	0.35%	73
2021 Q2	$2.13M	Buy	209,799 +9,799	+5%	+$99.3K	0.3%	77
2021 Q1	$2M	Buy	+200,000	New	+$2.06M	0.24%	106

Other funds holding OCAXU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Longfellow Investment Management's OCAXU Position: Q1 2024 in Review

Longfellow Investment Management sold out of OCA Acquisition Corp. Unit (OCAXU) in Q1 2024, closing a stake of 427 shares — an estimated $4.73K sold.

Longfellow Investment Management first reported a position in OCAXU in Q1 2021 and held it in 10 quarters. The position peaked at $2.13M in Q2 2021. 1 fund tracked by Wall St. Rank holds OCAXU as of Q1 2024.

Longfellow Investment Management reported no remaining OCA Acquisition Corp. Unit position as of Q1 2024 after selling out during the quarter.
Longfellow Investment Management sold 427 OCA Acquisition Corp. Unit shares in Q1 2024, an estimated $4.73K.
Longfellow Investment Management first reported a position in OCA Acquisition Corp. Unit in Q1 2021 and held it in 10 quarters.
Longfellow Investment Management's OCA Acquisition Corp. Unit position peaked at $2.13M in Q2 2021.
1 fund tracked by Wall St. Rank held OCA Acquisition Corp. Unit as of Q1 2024.

Based on Longfellow Investment Management's 13F filing for Q1 2024, filed 13 May 2024.