SFM
OCAX

Spartan Fund Management’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Spartan Fund Management’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
Q3 		– Sell
-53,203
Closed -$595K – 110
2024
Q2 		$595K Buy
53,203
+10,000
+23% +$110K 1.67% 23
2024
Q1 		$467K Sell
43,203
-26,751
-38% -$290K 0.95% 31
2023
Q4 		$755K Buy
69,954
+51,865
+287% +$556K 0.93% 44
2023
Q3 		$192K Sell
18,089
-18,089
-50% -$191K 0.14% 95
2023
Q2 		$379K Buy
+36,178
New +$377K 0.09% 129
2023
Q1 		– Sell
-90,200
Closed -$925K – 393
2022
Q4 		$925K Hold
90,200
– – 0.33% 113
2022
Q3 		$908K Sell
90,200
-59,800
-40% -$601K 0.28% 161
2022
Q2 		$1.5M Hold
150,000
– – 0.32% 137
2022
Q1 		$1.88M Buy
+150,000
New +$1.5M 0.31% 147

Other funds holding OCAX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

Spartan Fund Management's OCAX Position: Q3 2024 in Review

Spartan Fund Management sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q3 2024, closing a stake of 53,203 shares — an estimated $595K sold.

Spartan Fund Management first reported a position in OCAX in Q1 2022 and held it in 9 quarters. The position peaked at $1.88M in Q1 2022. 4 funds tracked by Wall St. Rank hold OCAX as of Q3 2024.

  • Spartan Fund Management reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
  • Spartan Fund Management sold 53,203 OCA Acquisition Corp. Class A Common Stock shares in Q3 2024, an estimated $595K.
  • Spartan Fund Management first reported a position in OCA Acquisition Corp. Class A Common Stock in Q1 2022 and held it in 9 quarters.
  • Spartan Fund Management's OCA Acquisition Corp. Class A Common Stock position peaked at $1.88M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q3 2024.

Based on Spartan Fund Management's 13F filing for Q3 2024, filed 21 Oct 2024.