SIA
EONR

Schechter Investment Advisors’s EON Resources EONR Stock Holding History

Schechter Investment Advisors’s Portfolio EONR Stock Details EONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,955
Closed -$378K – 746
2022
Q4 		$378K Hold
36,955
– – 0.03% 574
2022
Q3 		$370K Sell
36,955
-2,160
-6% -$21.7K 0.04% 615
2022
Q2 		$390K Buy
+39,115
New +$391K 0.04% 611

Other funds holding EONR

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.57% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.27% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Schechter Investment Advisors sold out of EON Resources (EONR) in Q1 2023, closing a stake of 36,955 shares — an estimated $378K sold.

Schechter Investment Advisors first reported a position in EONR in Q2 2022 and held it in 3 quarters. The position peaked at $390K in Q2 2022. 41 funds tracked by Wall St. Rank hold EONR as of Q1 2023.

  • Schechter Investment Advisors reported no remaining EON Resources position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 36,955 EON Resources shares in Q1 2023, an estimated $378K.
  • Schechter Investment Advisors first reported a position in EON Resources in Q2 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's EON Resources position peaked at $390K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held EON Resources as of Q1 2023.

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