Advisory Research’s TortoiseEcofin Acquisition Corp. III TRTL Stock Holding History

Advisory Research’s Portfolio TRTL Stock Details TRTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,388	Closed	-$143K	–	413
2022 Q4	$143K	Hold	14,388	–	–	0.01%	345
2022 Q3	$141K	Sell	14,388 -12,276	-46%	-$119K	0.01%	323
2022 Q2	$258K	Hold	26,664	–	–	0.03%	287
2022 Q1	$259K	Hold	26,664	–	–	0.02%	319
2021 Q4	$258K	Buy	+26,664	New	+$259K	0.02%	292

Other funds holding TRTL

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

AMC

Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return

Advisory Research's TRTL Position: Q1 2023 in Review

Advisory Research sold out of TortoiseEcofin Acquisition Corp. III (TRTL) in Q1 2023, closing a stake of 14,388 shares — an estimated $143K sold.

Advisory Research first reported a position in TRTL in Q4 2021 and held it in 5 quarters. The position peaked at $259K in Q1 2022. 56 funds tracked by Wall St. Rank hold TRTL as of Q1 2023.

Advisory Research reported no remaining TortoiseEcofin Acquisition Corp. III position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 14,388 TortoiseEcofin Acquisition Corp. III shares in Q1 2023, an estimated $143K.
Advisory Research first reported a position in TortoiseEcofin Acquisition Corp. III in Q4 2021 and held it in 5 quarters.
Advisory Research's TortoiseEcofin Acquisition Corp. III position peaked at $259K in Q1 2022.
56 funds tracked by Wall St. Rank held TortoiseEcofin Acquisition Corp. III as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.