Sage Mountain Advisors’s Monument Circle Acquisition Corp. Unit MONCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,560	Closed	-$241K	–	604
2022 Q2	$241K	Sell	24,560 -7,000	-22%	-$69K	0.04%	383
2022 Q1	$312K	Hold	31,560	–	–	0.05%	373
2021 Q4	$313K	Sell	31,560 -3,800	-11%	-$38.1K	0.04%	430
2021 Q3	$354K	Hold	35,360	–	–	0.05%	327
2021 Q2	$355K	Buy	35,360 +17,000	+93%	+$170K	0.06%	289
2021 Q1	$181K	Buy	+18,360	New	+$187K	0.04%	316

Other funds holding MONCU

HIM

HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return

CCFM

Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

CIM

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Sage Mountain Advisors sold out of Monument Circle Acquisition Corp. Unit (MONCU) in Q3 2022, closing a stake of 24,560 shares — an estimated $241K sold.

Sage Mountain Advisors first reported a position in MONCU in Q1 2021 and held it in 6 quarters. The position peaked at $355K in Q2 2021. 20 funds tracked by Wall St. Rank hold MONCU as of Q3 2022.

Sage Mountain Advisors reported no remaining Monument Circle Acquisition Corp. Unit position as of Q3 2022 after selling out during the quarter.
Sage Mountain Advisors sold 24,560 Monument Circle Acquisition Corp. Unit shares in Q3 2022, an estimated $241K.
Sage Mountain Advisors first reported a position in Monument Circle Acquisition Corp. Unit in Q1 2021 and held it in 6 quarters.
Sage Mountain Advisors's Monument Circle Acquisition Corp. Unit position peaked at $355K in Q2 2021.
20 funds tracked by Wall St. Rank held Monument Circle Acquisition Corp. Unit as of Q3 2022.

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