SIA
PLMJ

Schechter Investment Advisors’s Plum Acquisition Corp. III Class A Ordinary Shares PLMJ Stock Holding History

Schechter Investment Advisors’s Portfolio PLMJ Stock Details PLMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-663,729
Closed -$6.89M – 688
2023
Q2 		$6.89M Sell
663,729
-23,644
-3% -$243K 0.62% 27
2023
Q1 		$7.02M Buy
687,373
+19,723
+3% +$200K 0.65% 27
2022
Q4 		$6.7M Buy
+667,650
New +$6.63M 0.61% 22

Other funds holding PLMJ

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Plum Acquisition Corp. III Class A Ordinary Shares (PLMJ) in Q3 2023, closing a stake of 663,729 shares — an estimated $6.89M sold.

Schechter Investment Advisors first reported a position in PLMJ in Q4 2022 and held it in 3 quarters. The position peaked at $7.02M in Q1 2023. 35 funds tracked by Wall St. Rank hold PLMJ as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Plum Acquisition Corp. III Class A Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 663,729 Plum Acquisition Corp. III Class A Ordinary Shares shares in Q3 2023, an estimated $6.89M.
  • Schechter Investment Advisors first reported a position in Plum Acquisition Corp. III Class A Ordinary Shares in Q4 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's Plum Acquisition Corp. III Class A Ordinary Shares position peaked at $7.02M in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Plum Acquisition Corp. III Class A Ordinary Shares as of Q3 2023.

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