Sage Mountain Advisors’s Gores Holdings IX, Inc. Class A Common Stock GHIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-41,033	Closed	-$426K	–	383
2023 Q3	$426K	Hold	41,033	–	–	0.06%	134
2023 Q2	$421K	Hold	41,033	–	–	0.06%	134
2023 Q1	$413K	Buy	+41,033	New	+$410K	0.07%	123

Other funds holding GHIX

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

WCMNY

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

AMC

Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

SIA

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Sage Mountain Advisors's GHIX Position: Q4 2023 in Review

Sage Mountain Advisors sold out of Gores Holdings IX, Inc. Class A Common Stock (GHIX) in Q4 2023, closing a stake of 41,033 shares — an estimated $426K sold.

Sage Mountain Advisors first reported a position in GHIX in Q1 2023 and held it in 3 quarters. The position peaked at $426K in Q3 2023. 59 funds tracked by Wall St. Rank hold GHIX as of Q4 2023.

Sage Mountain Advisors reported no remaining Gores Holdings IX, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Sage Mountain Advisors sold 41,033 Gores Holdings IX, Inc. Class A Common Stock shares in Q4 2023, an estimated $426K.
Sage Mountain Advisors first reported a position in Gores Holdings IX, Inc. Class A Common Stock in Q1 2023 and held it in 3 quarters.
Sage Mountain Advisors's Gores Holdings IX, Inc. Class A Common Stock position peaked at $426K in Q3 2023.
59 funds tracked by Wall St. Rank held Gores Holdings IX, Inc. Class A Common Stock as of Q4 2023.

Based on Sage Mountain Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.