SFM
XFIN

Spartan Fund Management’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Spartan Fund Management’s Portfolio XFIN Stock Details XFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-219,533
Closed -$2.34M – 263
2023
Q3 		$2.34M Buy
219,533
+147,618
+205% +$1.55M 1.76% 15
2023
Q2 		$1.03M Buy
+71,915
New +$743K 0.25% 108

Other funds holding XFIN

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Spartan Fund Management's XFIN Position: Q4 2023 in Review

Spartan Fund Management sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q4 2023, closing a stake of 219,533 shares — an estimated $2.34M sold.

Spartan Fund Management first reported a position in XFIN in Q2 2023 and held it in 2 quarters. The position peaked at $2.34M in Q3 2023. 12 funds tracked by Wall St. Rank hold XFIN as of Q4 2023.

  • Spartan Fund Management reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Spartan Fund Management sold 219,533 ExcelFin Acquisition Corp Class A Common Stock shares in Q4 2023, an estimated $2.34M.
  • Spartan Fund Management first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q2 2023 and held it in 2 quarters.
  • Spartan Fund Management's ExcelFin Acquisition Corp Class A Common Stock position peaked at $2.34M in Q3 2023.
  • 12 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q4 2023.

Based on Spartan Fund Management's 13F filing for Q4 2023, filed 7 Feb 2024.