SMA
NHICU

Sage Mountain Advisors’s NewHold Investment Corp. II Unit NHICU Stock Holding History

Sage Mountain Advisors’s Portfolio NHICU Stock Details NHICU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,400
Closed -$102K – 553
2022
Q2 		$102K Hold
10,400
– – 0.02% 516
2022
Q1 		$103K Hold
10,400
– – 0.02% 534
2021
Q4 		$104K Buy
+10,400
New +$104K 0.01% 587

Other funds holding NHICU

SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sage Mountain Advisors sold out of NewHold Investment Corp. II Unit (NHICU) in Q3 2022, closing a stake of 10,400 shares — an estimated $102K sold.

Sage Mountain Advisors first reported a position in NHICU in Q4 2021 and held it in 3 quarters. The position peaked at $104K in Q4 2021. 8 funds tracked by Wall St. Rank hold NHICU as of Q3 2022.

  • Sage Mountain Advisors reported no remaining NewHold Investment Corp. II Unit position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,400 NewHold Investment Corp. II Unit shares in Q3 2022, an estimated $102K.
  • Sage Mountain Advisors first reported a position in NewHold Investment Corp. II Unit in Q4 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's NewHold Investment Corp. II Unit position peaked at $104K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held NewHold Investment Corp. II Unit as of Q3 2022.

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