Schechter Investment Advisors’s Hennessy Capital Investment Corp. VI Unit HCVIU Stock Holding History

Schechter Investment Advisors’s Portfolio HCVIU Stock Details HCVIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-107,882	Closed	-$1.11M	–	684
2023 Q2	$1.11M	Sell	107,882 -3,517	-3%	-$36K	0.1%	224
2023 Q1	$1.13M	Hold	111,399	–	–	0.1%	226
2022 Q4	$1.1M	Hold	111,399	–	–	0.1%	260
2022 Q3	$1.08M	Sell	111,399 -233	-0.2%	-$2.27K	0.11%	251
2022 Q2	$1.08M	Buy	111,632 +38,407	+52%	+$380K	0.1%	265
2022 Q1	$718K	Sell	73,225 -2,500	-3%	-$24.8K	0.07%	416
2021 Q4	$751K	Buy	+75,725	New	+$755K	0.07%	392

Other funds holding HCVIU

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

SFM

Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return

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

Schechter Investment Advisors's HCVIU Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Hennessy Capital Investment Corp. VI Unit (HCVIU) in Q3 2023, closing a stake of 107,882 shares — an estimated $1.11M sold.

Schechter Investment Advisors first reported a position in HCVIU in Q4 2021 and held it in 7 quarters. The position peaked at $1.13M in Q1 2023. 5 funds tracked by Wall St. Rank hold HCVIU as of Q3 2023.

Schechter Investment Advisors reported no remaining Hennessy Capital Investment Corp. VI Unit position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 107,882 Hennessy Capital Investment Corp. VI Unit shares in Q3 2023, an estimated $1.11M.
Schechter Investment Advisors first reported a position in Hennessy Capital Investment Corp. VI Unit in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's Hennessy Capital Investment Corp. VI Unit position peaked at $1.13M in Q1 2023.
5 funds tracked by Wall St. Rank held Hennessy Capital Investment Corp. VI Unit as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.