Schechter Investment Advisors’s Churchill Capital Corp VII Units CVIIU Stock Holding History

Schechter Investment Advisors’s Portfolio CVIIU Stock Details CVIIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-373,718	Closed	-$3.68M	–	913
2022 Q3	$3.68M	Buy	373,718 +39,836	+12%	+$392K	0.36%	37
2022 Q2	$3.29M	Sell	333,882 -5,758	-2%	-$56.7K	0.32%	39
2022 Q1	$3.36M	Sell	339,640 -4,746	-1%	-$46.8K	0.31%	47
2021 Q4	$3.45M	Buy	+344,386	New	+$3.44M	0.31%	50

Other funds holding CVIIU

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

SIM

Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Schechter Investment Advisors's CVIIU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Churchill Capital Corp VII Units (CVIIU) in Q4 2022, closing a stake of 373,718 shares — an estimated $3.68M sold.

Schechter Investment Advisors first reported a position in CVIIU in Q4 2021 and held it in 4 quarters. The position peaked at $3.68M in Q3 2022. 27 funds tracked by Wall St. Rank hold CVIIU as of Q4 2022.

Schechter Investment Advisors reported no remaining Churchill Capital Corp VII Units position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 373,718 Churchill Capital Corp VII Units shares in Q4 2022, an estimated $3.68M.
Schechter Investment Advisors first reported a position in Churchill Capital Corp VII Units in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Churchill Capital Corp VII Units position peaked at $3.68M in Q3 2022.
27 funds tracked by Wall St. Rank held Churchill Capital Corp VII Units as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.