UBS Group’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

UBS Group’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
2022 Q4	–	Sell	-103,360	Closed	-$1.04M	–	11300
2022 Q3	$1.04M	Hold	103,360	–	–	﹤0.01%	3729
2022 Q2	$1.03M	Buy	103,360 +1,000	+1%	+$9.95K	﹤0.01%	3723
2022 Q1	$1.02M	Buy	+102,360	New	+$1.01M	﹤0.01%	4080

Other funds holding XFIN

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return

FTCM

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

TCA

Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group's XFIN Position: Q4 2022 in Review

UBS Group sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q4 2022, closing a stake of 103,360 shares — an estimated $1.04M sold.

UBS Group first reported a position in XFIN in Q1 2022 and held it in 3 quarters. The position peaked at $1.04M in Q3 2022. 54 funds tracked by Wall St. Rank hold XFIN as of Q4 2022.

UBS Group reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q4 2022 after selling out during the quarter.
UBS Group sold 103,360 ExcelFin Acquisition Corp Class A Common Stock shares in Q4 2022, an estimated $1.04M.
UBS Group first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q1 2022 and held it in 3 quarters.
UBS Group's ExcelFin Acquisition Corp Class A Common Stock position peaked at $1.04M in Q3 2022.
54 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.