SIA
CCIR

Schechter Investment Advisors’s Cohen Circle Acquisition Corp. I Class A Ordinary Shares CCIR Stock Holding History

Schechter Investment Advisors’s Portfolio CCIR Stock Details CCIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.17M Sell
372,384
-57,069
-13% -$629K 0.34% 60
2024
Q4 		$4.29M Buy
+429,453
New +$4.29M 0.33% 62

Other funds holding CCIR

SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCM
BCK Capital Management Stamford, Connecticut $23M AUM 33.03% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Cohen Circle Acquisition Corp. I Class A Ordinary Shares (CCIR) stake by 13% in Q1 2025, selling an estimated $629K and leaving 372,384 shares worth $4.17M. The position accounts for 0.34% of the portfolio, ranked #60.

Schechter Investment Advisors first reported a position in CCIR in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.29M in Q4 2024. 50 funds tracked by Wall St. Rank hold CCIR as of Q1 2025.

  • Schechter Investment Advisors held 372,384 shares of Cohen Circle Acquisition Corp. I Class A Ordinary Shares worth $4.17M as of Q1 2025.
  • Schechter Investment Advisors sold 57,069 Cohen Circle Acquisition Corp. I Class A Ordinary Shares shares in Q1 2025, an estimated $629K.
  • Cohen Circle Acquisition Corp. I Class A Ordinary Shares made up 0.34% of Schechter Investment Advisors's portfolio in Q1 2025, its #60 holding.
  • Schechter Investment Advisors first reported a position in Cohen Circle Acquisition Corp. I Class A Ordinary Shares in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's Cohen Circle Acquisition Corp. I Class A Ordinary Shares position peaked at $4.29M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Cohen Circle Acquisition Corp. I Class A Ordinary Shares as of Q1 2025.

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