SMA
ADF.U

Sage Mountain Advisors’s Aldel Financial Inc Units ADF.U Stock Holding History

Sage Mountain Advisors’s Portfolio ADF.U Stock Details ADF.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-70,850
Closed -$723K – 624
2021
Q2 		$723K Buy
+70,850
New +$712K 0.12% 177

Other funds holding ADF.U

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

Sage Mountain Advisors's ADF.U Position: Q3 2021 in Review

Sage Mountain Advisors sold out of Aldel Financial Inc Units (ADF.U) in Q3 2021, closing a stake of 70,850 shares — an estimated $723K sold.

Sage Mountain Advisors first reported a position in ADF.U in Q2 2021 and held it in 1 quarter. The position peaked at $723K in Q2 2021. 4 funds tracked by Wall St. Rank hold ADF.U as of Q3 2021.

  • Sage Mountain Advisors reported no remaining Aldel Financial Inc Units position as of Q3 2021 after selling out during the quarter.
  • Sage Mountain Advisors sold 70,850 Aldel Financial Inc Units shares in Q3 2021, an estimated $723K.
  • Sage Mountain Advisors first reported a position in Aldel Financial Inc Units in Q2 2021 and held it in 1 quarter.
  • Sage Mountain Advisors's Aldel Financial Inc Units position peaked at $723K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Aldel Financial Inc Units as of Q3 2021.

Based on Sage Mountain Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.