SMA
HCVIU

Sage Mountain Advisors’s Hennessy Capital Investment Corp. VI Unit HCVIU Stock Holding History

Sage Mountain Advisors’s Portfolio HCVIU Stock Details HCVIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40,084
Closed -$387K – 416
2022
Q2 		$387K Sell
40,084
-40,000
-50% -$396K 0.07% 264
2022
Q1 		$786K Hold
80,084
– – 0.12% 160
2021
Q4 		$794K Buy
80,084
+10,484
+15% +$105K 0.1% 197
2021
Q3 		$693K Buy
+69,600
New +$694K 0.1% 200

Other funds holding HCVIU

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Sage Mountain Advisors sold out of Hennessy Capital Investment Corp. VI Unit (HCVIU) in Q3 2022, closing a stake of 40,084 shares — an estimated $387K sold.

Sage Mountain Advisors first reported a position in HCVIU in Q3 2021 and held it in 4 quarters. The position peaked at $794K in Q4 2021. 11 funds tracked by Wall St. Rank hold HCVIU as of Q3 2022.

  • Sage Mountain Advisors reported no remaining Hennessy Capital Investment Corp. VI Unit position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 40,084 Hennessy Capital Investment Corp. VI Unit shares in Q3 2022, an estimated $387K.
  • Sage Mountain Advisors first reported a position in Hennessy Capital Investment Corp. VI Unit in Q3 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's Hennessy Capital Investment Corp. VI Unit position peaked at $794K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Hennessy Capital Investment Corp. VI Unit as of Q3 2022.

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