Schechter Investment Advisors’s Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant DWIN.U Stock Holding History

Schechter Investment Advisors’s Portfolio DWIN.U Stock Details DWIN.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-434,024	Closed	-$4.39M	–	995
2021 Q4	$4.39M	Buy	+434,024	New	+$4.41M	0.4%	38

Other funds holding DWIN.U

Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

CIM

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Schechter Investment Advisors's DWIN.U Position: Q1 2022 in Review

Schechter Investment Advisors sold out of Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant (DWIN.U) in Q1 2022, closing a stake of 434,024 shares — an estimated $4.39M sold.

Schechter Investment Advisors first reported a position in DWIN.U in Q4 2021 and held it in 1 quarter. The position peaked at $4.39M in Q4 2021. 10 funds tracked by Wall St. Rank hold DWIN.U as of Q1 2022.

Schechter Investment Advisors reported no remaining Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant position as of Q1 2022 after selling out during the quarter.
Schechter Investment Advisors sold 434,024 Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant shares in Q1 2022, an estimated $4.39M.
Schechter Investment Advisors first reported a position in Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant in Q4 2021 and held it in 1 quarter.
Schechter Investment Advisors's Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant position peaked at $4.39M in Q4 2021.
10 funds tracked by Wall St. Rank held Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant as of Q1 2022.

Based on Schechter Investment Advisors's 13F filing for Q1 2022, filed 18 Nov 2022.