Optimum Investment Advisors’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

Optimum Investment Advisors’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
2022 Q1	–	Sell	-2,000	Closed	-$43K	–	910
2021 Q4	$43K	Buy	2,000 +1,000	+100%	+$22.8K	0.02%	490
2021 Q3	$28K	Hold	1,000	–	–	0.01%	551
2021 Q2	$25K	Buy	+1,000	New	+$24.1K	0.01%	629
2015 Q1	$87K	Buy	+690	New	+$82.9K	0.03%	404

Other funds holding SCU

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

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

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

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

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

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

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

OAMG

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's SCU Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q1 2022, closing a stake of 2,000 shares — an estimated $43K sold.

Optimum Investment Advisors first reported a position in SCU in Q1 2015 and held it in 4 quarters. The position peaked at $87K in Q1 2015. 108 funds tracked by Wall St. Rank hold SCU as of Q1 2022.

Optimum Investment Advisors reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 Sculptor Capital Management, Inc. Class A Common Stock shares in Q1 2022, an estimated $43K.
Optimum Investment Advisors first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q1 2015 and held it in 4 quarters.
Optimum Investment Advisors's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $87K in Q1 2015.
108 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.