SIA
ALDFU

Schechter Investment Advisors’s Aldel Financial II Inc Units ALDFU Stock Holding History

Schechter Investment Advisors’s Portfolio ALDFU Stock Details ALDFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-838,617
Closed -$8.44M – 694
2024
Q4 		$8.44M Buy
+838,617
New +$8.39M 0.65% 27

Other funds holding ALDFU

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

Schechter Investment Advisors's ALDFU Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Aldel Financial II Inc Units (ALDFU) in Q1 2025, closing a stake of 838,617 shares — an estimated $8.44M sold.

Schechter Investment Advisors first reported a position in ALDFU in Q4 2024 and held it in 1 quarter. The position peaked at $8.44M in Q4 2024. 17 funds tracked by Wall St. Rank hold ALDFU as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Aldel Financial II Inc Units position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 838,617 Aldel Financial II Inc Units shares in Q1 2025, an estimated $8.44M.
  • Schechter Investment Advisors first reported a position in Aldel Financial II Inc Units in Q4 2024 and held it in 1 quarter.
  • Schechter Investment Advisors's Aldel Financial II Inc Units position peaked at $8.44M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Aldel Financial II Inc Units as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.