Occudo Quantitative Strategies’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Occudo Quantitative Strategies’s Portfolio SFT Stock Details SFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-33,045	Closed	-$231K	–	1502
2022 Q3	$231K	Hold	33,045	–	–	0.02%	930
2022 Q2	$222K	Sell	33,045 -109	-0.3%	-$1.34K	0.02%	887
2022 Q1	$729K	Sell	33,154 -21,616	-39%	-$480K	0.06%	500
2021 Q4	$1.87M	Buy	54,770 +31,923	+140%	+$1.75M	0.17%	173
2021 Q3	$1.59M	Buy	22,847 +2,106	+10%	+$169K	0.19%	133
2021 Q2	$1.78M	Buy	20,741 +17,095	+469%	+$1.37M	0.27%	83
2021 Q1	$303K	Buy	+3,646	New	+$321K	0.07%	489

Other funds holding SFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Occudo Quantitative Strategies's SFT Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2022, closing a stake of 33,045 shares — an estimated $231K sold.

Occudo Quantitative Strategies first reported a position in SFT in Q1 2021 and held it in 7 quarters. The position peaked at $1.87M in Q4 2021. 74 funds tracked by Wall St. Rank hold SFT as of Q4 2022.

Occudo Quantitative Strategies reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Occudo Quantitative Strategies sold 33,045 Shift Technologies, Inc. Class A Common Stock shares in Q4 2022, an estimated $231K.
Occudo Quantitative Strategies first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Occudo Quantitative Strategies's Shift Technologies, Inc. Class A Common Stock position peaked at $1.87M in Q4 2021.
74 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.