SEC 13F Intelligence

Ota Financial Group L.P. / FDC

Ota Financial Group L.P.’s First Data Corp New Position

Does Ota Financial Group L.P. own First Data Corp New (FDC)? Not currently — the last reported position was 98.5K shares worth $3M in Q2 2019; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$3M
Q2 2019
Shares
98.5K
% of Portfolio
+2.08%
Quarters Held
2
position exited

Position History FDC

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 201998.5K$3M+2.08%
Q1 201959.4K$2M+1.34%

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 FDC.