Howe & Rusling’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

Howe & Rusling’s Portfolio SCU Stock Details SCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-516	Closed	-$14K	–	1083
2021 Q3	$14K	Buy	+516	New	+$13.4K	﹤0.01%	468
2014 Q4	–	Sell	-25	Closed	-$3K	–	949
2014 Q3	$3K	Buy	+25	New	+$3.19K	﹤0.01%	711

Other funds holding SCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Howe & Rusling's SCU Position: Q4 2021 in Review

Howe & Rusling sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q4 2021, closing a stake of 516 shares — an estimated $14K sold.

Howe & Rusling first reported a position in SCU in Q3 2014 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 105 funds tracked by Wall St. Rank hold SCU as of Q4 2021.

Howe & Rusling reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 516 Sculptor Capital Management, Inc. Class A Common Stock shares in Q4 2021, an estimated $14K.
Howe & Rusling first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q3 2014 and held it in 2 quarters.
Howe & Rusling's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $14K in Q3 2021.
105 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.