SEC 13F Intelligence

Ota Financial Group L.P. / ECAT

Ota Financial Group L.P.’s Blackrock Esg Cap Allc Term Position

Does Ota Financial Group L.P. own Blackrock Esg Cap Allc Term (ECAT)? Not currently — the last reported position was 101.6K shares worth $1M in Q4 2022; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$1M
Q4 2022
Shares
101.6K
% of Portfolio
+1.36%
Quarters Held
2
position exited

Position History ECAT

Reported value by quarter
Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022101.6K$1M+1.36%
Q3 2022104.7K$1M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of ECAT.