SIA
EPHY

Schechter Investment Advisors’s Epiphany Technology Acquisition Corp. Class A Common Stock EPHY Stock Holding History

Schechter Investment Advisors’s Portfolio EPHY Stock Details EPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30,654
Closed -$303K – 988
2022
Q3 		$303K Buy
30,654
+7,932
+35% +$78.3K 0.03% 699
2022
Q2 		$223K Buy
+22,722
New +$223K 0.02% 812

Other funds holding EPHY

BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Epiphany Technology Acquisition Corp. Class A Common Stock (EPHY) in Q4 2022, closing a stake of 30,654 shares — an estimated $303K sold.

Schechter Investment Advisors first reported a position in EPHY in Q2 2022 and held it in 2 quarters. The position peaked at $303K in Q3 2022. 47 funds tracked by Wall St. Rank hold EPHY as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Epiphany Technology Acquisition Corp. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 30,654 Epiphany Technology Acquisition Corp. Class A Common Stock shares in Q4 2022, an estimated $303K.
  • Schechter Investment Advisors first reported a position in Epiphany Technology Acquisition Corp. Class A Common Stock in Q2 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Epiphany Technology Acquisition Corp. Class A Common Stock position peaked at $303K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Class A Common Stock as of Q4 2022.

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