SMA
PEPLU

Sage Mountain Advisors’s PepperLime Health Acquisition Corporation Unit PEPLU Stock Holding History

Sage Mountain Advisors’s Portfolio PEPLU Stock Details PEPLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,100
Closed -$101K – 432
2022
Q3 		$101K Sell
10,100
-55,254
-85% -$551K 0.03% 262
2022
Q2 		$644K Sell
65,354
-10,001
-13% -$100K 0.11% 170
2022
Q1 		$757K Sell
75,355
-212
-0.3% -$2.16K 0.12% 170
2021
Q4 		$740K Buy
+75,567
New +$755K 0.09% 214

Other funds holding PEPLU

CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Mountain Advisors's PEPLU Position: Q4 2022 in Review

Sage Mountain Advisors sold out of PepperLime Health Acquisition Corporation Unit (PEPLU) in Q4 2022, closing a stake of 10,100 shares — an estimated $101K sold.

Sage Mountain Advisors first reported a position in PEPLU in Q4 2021 and held it in 4 quarters. The position peaked at $757K in Q1 2022. 6 funds tracked by Wall St. Rank hold PEPLU as of Q4 2022.

  • Sage Mountain Advisors reported no remaining PepperLime Health Acquisition Corporation Unit position as of Q4 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,100 PepperLime Health Acquisition Corporation Unit shares in Q4 2022, an estimated $101K.
  • Sage Mountain Advisors first reported a position in PepperLime Health Acquisition Corporation Unit in Q4 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's PepperLime Health Acquisition Corporation Unit position peaked at $757K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held PepperLime Health Acquisition Corporation Unit as of Q4 2022.

Based on Sage Mountain Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.