Sage Mountain Advisors’s Independence Holdings Corp. Units ACQRU Stock Holding History

Sage Mountain Advisors’s Portfolio ACQRU Stock Details ACQRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-48,483	Closed	-$474K	–	569
2022 Q2	$474K	Sell	48,483 -26,780	-36%	-$264K	0.08%	229
2022 Q1	$738K	Sell	75,263 -2,737	-4%	-$27K	0.12%	178
2021 Q4	$782K	Sell	78,000 -1,150	-1%	-$11.4K	0.09%	201
2021 Q3	$789K	Hold	79,150	–	–	0.11%	175
2021 Q2	$791K	Buy	79,150 +21,000	+36%	+$211K	0.13%	162
2021 Q1	$582K	Buy	+58,150	New	+$585K	0.12%	142

Other funds holding ACQRU

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JIM

JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Sage Mountain Advisors's ACQRU Position: Q3 2022 in Review

Sage Mountain Advisors sold out of Independence Holdings Corp. Units (ACQRU) in Q3 2022, closing a stake of 48,483 shares — an estimated $474K sold.

Sage Mountain Advisors first reported a position in ACQRU in Q1 2021 and held it in 6 quarters. The position peaked at $791K in Q2 2021. 22 funds tracked by Wall St. Rank hold ACQRU as of Q3 2022.

Sage Mountain Advisors reported no remaining Independence Holdings Corp. Units position as of Q3 2022 after selling out during the quarter.
Sage Mountain Advisors sold 48,483 Independence Holdings Corp. Units shares in Q3 2022, an estimated $474K.
Sage Mountain Advisors first reported a position in Independence Holdings Corp. Units in Q1 2021 and held it in 6 quarters.
Sage Mountain Advisors's Independence Holdings Corp. Units position peaked at $791K in Q2 2021.
22 funds tracked by Wall St. Rank held Independence Holdings Corp. Units as of Q3 2022.

Based on Sage Mountain Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.