Schechter Investment Advisors’s Hennessy Capital Investment Corp VII Unit HVIIU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$4.36M Buy
+433,140
New +$4.35M 0.36% 56

Other funds holding HVIIU

Schechter Investment Advisors's HVIIU Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Hennessy Capital Investment Corp VII Unit (HVIIU) in Q1 2025: 433,140 shares worth $4.36M. The stake represents 0.36% of the portfolio and ranks #56 among its holdings.

14 funds tracked by Wall St. Rank hold HVIIU as of Q1 2025.

  • Schechter Investment Advisors held 433,140 shares of Hennessy Capital Investment Corp VII Unit worth $4.36M as of Q1 2025.
  • Hennessy Capital Investment Corp VII Unit was a new Schechter Investment Advisors position in Q1 2025.
  • Hennessy Capital Investment Corp VII Unit made up 0.36% of Schechter Investment Advisors's portfolio in Q1 2025, its #56 holding.
  • 14 funds tracked by Wall St. Rank held Hennessy Capital Investment Corp VII Unit as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.