SM
NOTE

Samjo Management’s FiscalNote NOTE Stock Holding History

Samjo Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-115,000
Closed -$1.77M – 56
2024
Q3 		$1.77M Buy
115,000
+27,500
+31% +$479K 0.61% 30
2024
Q2 		$1.53M Buy
+87,500
New +$1.39M 0.57% 28

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Samjo Management's NOTE Position: Q4 2024 in Review

Samjo Management sold out of FiscalNote (NOTE) in Q4 2024, closing a stake of 115,000 shares — an estimated $1.77M sold.

Samjo Management first reported a position in NOTE in Q2 2024 and held it in 2 quarters. The position peaked at $1.77M in Q3 2024. 77 funds tracked by Wall St. Rank hold NOTE as of Q4 2024.

  • Samjo Management reported no remaining FiscalNote position as of Q4 2024 after selling out during the quarter.
  • Samjo Management sold 115,000 FiscalNote shares in Q4 2024, an estimated $1.77M.
  • Samjo Management first reported a position in FiscalNote in Q2 2024 and held it in 2 quarters.
  • Samjo Management's FiscalNote position peaked at $1.77M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held FiscalNote as of Q4 2024.

Based on Samjo Management's 13F filing for Q4 2024, filed 13 Feb 2025.