Joel Isaacson & Co’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

Joel Isaacson & Co’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
2019 Q3	–	Sell	-30,000	Closed	-$689K	–	216
2019 Q2	$689K	Hold	30,000	–	–	0.1%	93
2019 Q1	$492K	Buy	30,000 +27,000	+900%	+$363K	0.07%	137
2018 Q4	$322K	Sell	3,000 -37,000	-93%	-$450K	0.05%	171
2018 Q3	$592K	Hold	40,000	–	–	0.09%	107
2018 Q2	$772K	Buy	40,000 +15,000	+60%	+$320K	0.13%	83
2018 Q1	$668K	Buy	25,000 +15,000	+150%	+$394K	0.12%	95
2017 Q4	$250K	Buy	+10,000	New	+$314K	0.04%	169

Other funds holding SCU

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

OAMG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Joel Isaacson & Co's SCU Position: Q3 2019 in Review

Joel Isaacson & Co sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q3 2019, closing a stake of 30,000 shares — an estimated $689K sold.

Joel Isaacson & Co first reported a position in SCU in Q4 2017 and held it in 7 quarters. The position peaked at $772K in Q2 2018. 74 funds tracked by Wall St. Rank hold SCU as of Q3 2019.

Joel Isaacson & Co reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
Joel Isaacson & Co sold 30,000 Sculptor Capital Management, Inc. Class A Common Stock shares in Q3 2019, an estimated $689K.
Joel Isaacson & Co first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q4 2017 and held it in 7 quarters.
Joel Isaacson & Co's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $772K in Q2 2018.
74 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q3 2019.

Based on Joel Isaacson & Co's 13F filing for Q3 2019, filed 15 Oct 2019.