SIA
ESHA

Schechter Investment Advisors’s ESH Acquisition Corp ESHA Stock Holding History

Schechter Investment Advisors’s Portfolio ESHA Stock Details ESHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,005,627
Closed -$10.7M – 677
2024
Q3 		$10.7M Sell
1,005,627
-13,500
-1% -$142K 0.79% 25
2024
Q2 		$10.6M Sell
1,019,127
-51,478
-5% -$535K 0.8% 28
2024
Q1 		$11.1M Buy
1,070,605
+712,918
+199% +$7.36M 0.83% 26
2023
Q4 		$3.66M Buy
357,687
+93,317
+35% +$949K 0.32% 59
2023
Q3 		$2.68M Buy
+264,370
New +$2.67M 0.26% 72

Other funds holding ESHA

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Schechter Investment Advisors's ESHA Position: Q4 2024 in Review

Schechter Investment Advisors sold out of ESH Acquisition Corp (ESHA) in Q4 2024, closing a stake of 1,005,627 shares — an estimated $10.7M sold.

Schechter Investment Advisors first reported a position in ESHA in Q3 2023 and held it in 5 quarters. The position peaked at $11.1M in Q1 2024. 8 funds tracked by Wall St. Rank hold ESHA as of Q4 2024.

  • Schechter Investment Advisors reported no remaining ESH Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,005,627 ESH Acquisition Corp shares in Q4 2024, an estimated $10.7M.
  • Schechter Investment Advisors first reported a position in ESH Acquisition Corp in Q3 2023 and held it in 5 quarters.
  • Schechter Investment Advisors's ESH Acquisition Corp position peaked at $11.1M in Q1 2024.
  • 8 funds tracked by Wall St. Rank held ESH Acquisition Corp as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.