SIA
EQD.U

Schechter Investment Advisors’s Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant EQD.U Stock Holding History

Schechter Investment Advisors’s Portfolio EQD.U Stock Details EQD.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,262
Closed -$122K – 1036
2022
Q1 		$122K Sell
12,262
-7,373
-38% -$73.8K 0.01% 885
2021
Q4 		$197K Buy
+19,635
New +$199K 0.02% 808

Other funds holding EQD.U

SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KC
KCL Capital New York $714M AUM 77.46% 1-Year Est. Return

Schechter Investment Advisors's EQD.U Position: Q2 2022 in Review

Schechter Investment Advisors sold out of Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant (EQD.U) in Q2 2022, closing a stake of 12,262 shares — an estimated $122K sold.

Schechter Investment Advisors first reported a position in EQD.U in Q4 2021 and held it in 2 quarters. The position peaked at $197K in Q4 2021. 18 funds tracked by Wall St. Rank hold EQD.U as of Q2 2022.

  • Schechter Investment Advisors reported no remaining Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 12,262 Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant shares in Q2 2022, an estimated $122K.
  • Schechter Investment Advisors first reported a position in Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant position peaked at $197K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.