SIA
SEDA

Schechter Investment Advisors’s SDCL EDGE Acquisition Corporation SEDA Stock Holding History

Schechter Investment Advisors’s Portfolio SEDA Stock Details SEDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-106,000
Closed -$1.12M – 692
2023
Q3 		$1.12M Buy
106,000
+2,400
+2% +$25.3K 0.11% 200
2023
Q2 		$1.08M Buy
+103,600
New +$1.07M 0.1% 228

Other funds holding SEDA

CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Schechter Investment Advisors's SEDA Position: Q4 2023 in Review

Schechter Investment Advisors sold out of SDCL EDGE Acquisition Corporation (SEDA) in Q4 2023, closing a stake of 106,000 shares — an estimated $1.12M sold.

Schechter Investment Advisors first reported a position in SEDA in Q2 2023 and held it in 2 quarters. The position peaked at $1.12M in Q3 2023. 23 funds tracked by Wall St. Rank hold SEDA as of Q4 2023.

  • Schechter Investment Advisors reported no remaining SDCL EDGE Acquisition Corporation position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 106,000 SDCL EDGE Acquisition Corporation shares in Q4 2023, an estimated $1.12M.
  • Schechter Investment Advisors first reported a position in SDCL EDGE Acquisition Corporation in Q2 2023 and held it in 2 quarters.
  • Schechter Investment Advisors's SDCL EDGE Acquisition Corporation position peaked at $1.12M in Q3 2023.
  • 23 funds tracked by Wall St. Rank held SDCL EDGE Acquisition Corporation as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.