Westchester Capital Management (New York)’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Westchester Capital Management (New York)’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	-150,000	Closed	-$1.68M	–	246
2024 Q2	$1.68M	Hold	150,000	–	–	0.06%	126
2024 Q1	$1.62M	Hold	150,000	–	–	0.06%	150
2023 Q4	$1.62M	Hold	150,000	–	–	0.06%	165
2023 Q3	$1.59M	Hold	150,000	–	–	0.05%	193
2023 Q2	$1.57M	Hold	150,000	–	–	0.05%	214
2023 Q1	$1.55M	Buy	+150,000	New	+$1.54M	0.05%	250

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Westchester Capital Management (New York)'s OCAX Position: Q3 2024 in Review

Westchester Capital Management (New York) sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q3 2024, closing a stake of 150,000 shares — an estimated $1.68M sold.

Westchester Capital Management (New York) first reported a position in OCAX in Q1 2023 and held it in 6 quarters. The position peaked at $1.68M in Q2 2024. 4 funds tracked by Wall St. Rank hold OCAX as of Q3 2024.

Westchester Capital Management (New York) reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
Westchester Capital Management (New York) sold 150,000 OCA Acquisition Corp. Class A Common Stock shares in Q3 2024, an estimated $1.68M.
Westchester Capital Management (New York) first reported a position in OCA Acquisition Corp. Class A Common Stock in Q1 2023 and held it in 6 quarters.
Westchester Capital Management (New York)'s OCA Acquisition Corp. Class A Common Stock position peaked at $1.68M in Q2 2024.
4 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q3 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2024, filed 14 Nov 2024.