SIA
SIMA

Schechter Investment Advisors’s SIM Acquisition Corp I SIMA Stock Holding History

Schechter Investment Advisors’s Portfolio SIMA Stock Details SIMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.11M Sell
402,236
-31,294
-7% -$317K 0.34% 63
2024
Q4 		$4.35M Sell
433,530
-60,506
-12% -$605K 0.33% 59
2024
Q3 		$4.94M Buy
+494,036
New +$4.93M 0.36% 51

Other funds holding SIMA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Schechter Investment Advisors reduced its SIM Acquisition Corp I (SIMA) stake by 7.2% in Q1 2025, selling an estimated $317K and leaving 402,236 shares worth $4.11M. The position accounts for 0.34% of the portfolio, ranked #63.

Schechter Investment Advisors first reported a position in SIMA in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.94M in Q3 2024. 37 funds tracked by Wall St. Rank hold SIMA as of Q1 2025.

  • Schechter Investment Advisors held 402,236 shares of SIM Acquisition Corp I worth $4.11M as of Q1 2025.
  • Schechter Investment Advisors sold 31,294 SIM Acquisition Corp I shares in Q1 2025, an estimated $317K.
  • SIM Acquisition Corp I made up 0.34% of Schechter Investment Advisors's portfolio in Q1 2025, its #63 holding.
  • Schechter Investment Advisors first reported a position in SIM Acquisition Corp I in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's SIM Acquisition Corp I position peaked at $4.94M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held SIM Acquisition Corp I as of Q1 2025.

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