Schechter Investment Advisors’s NewHold Investment Corp. II Unit NHICU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-32,700	Closed	-$324K	–	970
2022 Q3	$324K	Sell	32,700 -380	-1%	-$3.76K	0.03%	674
2022 Q2	$325K	Sell	33,080 -910	-3%	-$9.04K	0.03%	684
2022 Q1	$338K	Sell	33,990 -2,170	-6%	-$21.5K	0.03%	661
2021 Q4	$362K	Buy	+36,160	New	+$361K	0.03%	617

Other funds holding NHICU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

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

Schechter Investment Advisors sold out of NewHold Investment Corp. II Unit (NHICU) in Q4 2022, closing a stake of 32,700 shares — an estimated $324K sold.

Schechter Investment Advisors first reported a position in NHICU in Q4 2021 and held it in 4 quarters. The position peaked at $362K in Q4 2021. 2 funds tracked by Wall St. Rank hold NHICU as of Q4 2022.

Schechter Investment Advisors reported no remaining NewHold Investment Corp. II Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 32,700 NewHold Investment Corp. II Unit shares in Q4 2022, an estimated $324K.
Schechter Investment Advisors first reported a position in NewHold Investment Corp. II Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's NewHold Investment Corp. II Unit position peaked at $362K in Q4 2021.
2 funds tracked by Wall St. Rank held NewHold Investment Corp. II Unit as of Q4 2022.

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