Schechter Investment Advisors’s DHC Acquisition Corp. Unit DHCAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-109,710	Closed	-$1.11M	–	782
2022 Q4	$1.11M	Sell	109,710 -9,110	-8%	-$91.1K	0.1%	257
2022 Q3	$1.18M	Sell	118,820 -11,500	-9%	-$114K	0.12%	224
2022 Q2	$1.28M	Sell	130,320 -1,130	-0.9%	-$11.1K	0.12%	206
2022 Q1	$1.29M	Sell	131,450 -5,770	-4%	-$56.8K	0.12%	215
2021 Q4	$1.34M	Buy	+137,220	New	+$1.37M	0.12%	215

Other funds holding DHCAU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return

Schechter Investment Advisors's DHCAU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of DHC Acquisition Corp. Unit (DHCAU) in Q1 2023, closing a stake of 109,710 shares — an estimated $1.11M sold.

Schechter Investment Advisors first reported a position in DHCAU in Q4 2021 and held it in 5 quarters. The position peaked at $1.34M in Q4 2021. 2 funds tracked by Wall St. Rank hold DHCAU as of Q1 2023.

Schechter Investment Advisors reported no remaining DHC Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 109,710 DHC Acquisition Corp. Unit shares in Q1 2023, an estimated $1.11M.
Schechter Investment Advisors first reported a position in DHC Acquisition Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's DHC Acquisition Corp. Unit position peaked at $1.34M in Q4 2021.
2 funds tracked by Wall St. Rank held DHC Acquisition Corp. Unit as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.