Sea Otter Advisors’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Sea Otter Advisors’s Portfolio OCAX Stock Details OCAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-67,028	Closed	-$723K	–	189
2023 Q4	$723K	Sell	67,028 -300,500	-82%	-$3.22M	0.48%	40
2023 Q3	$3.91M	Hold	367,528	–	–	2.18%	9
2023 Q2	$3.85M	Hold	367,528	–	–	2.13%	6
2023 Q1	$3.82M	Buy	367,528 +62,000	+20%	+$638K	1.95%	8
2022 Q4	$3.14M	Buy	+305,528	New	+$3.1M	4.66%	4

Other funds holding OCAX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Sea Otter Advisors's OCAX Position: Q1 2024 in Review

Sea Otter Advisors sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q1 2024, closing a stake of 67,028 shares — an estimated $723K sold.

Sea Otter Advisors first reported a position in OCAX in Q4 2022 and held it in 5 quarters. The position peaked at $3.91M in Q3 2023. 20 funds tracked by Wall St. Rank hold OCAX as of Q1 2024.

Sea Otter Advisors reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Sea Otter Advisors sold 67,028 OCA Acquisition Corp. Class A Common Stock shares in Q1 2024, an estimated $723K.
Sea Otter Advisors first reported a position in OCA Acquisition Corp. Class A Common Stock in Q4 2022 and held it in 5 quarters.
Sea Otter Advisors's OCA Acquisition Corp. Class A Common Stock position peaked at $3.91M in Q3 2023.
20 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.