Schechter Investment Advisors’s CC Neuberger Principal Holdings III Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant PRPC.U Stock Holding History

Schechter Investment Advisors’s Portfolio PRPC.U Stock Details PRPC.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,630	Closed	-$229K	–	812
2022 Q4	$229K	Sell	22,630 -859	-4%	-$8.62K	0.02%	710
2022 Q3	$233K	Hold	23,489	–	–	0.02%	791
2022 Q2	$231K	Sell	23,489 -4,390	-16%	-$43.5K	0.02%	801
2022 Q1	$278K	Sell	27,879 -1,000	-3%	-$9.92K	0.03%	731
2021 Q4	$289K	Buy	+28,879	New	+$289K	0.03%	687

Other funds holding PRPC.U

Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return