Schechter Investment Advisors’s SK Growth Opportunities Corporation Unit SKGRU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50,000	Closed	-$541K	–	684
2023 Q3	$541K	Hold	50,000	–	–	0.05%	324
2023 Q2	$534K	Hold	50,000	–	–	0.05%	372
2023 Q1	$525K	Hold	50,000	–	–	0.05%	399
2022 Q4	$509K	Sell	50,000 -1,200	-2%	-$12.2K	0.05%	499
2022 Q3	$514K	Buy	+51,200	New	+$512K	0.05%	500

Other funds holding SKGRU

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 SKGRU Position: Q4 2023 in Review

Schechter Investment Advisors sold out of SK Growth Opportunities Corporation Unit (SKGRU) in Q4 2023, closing a stake of 50,000 shares — an estimated $541K sold.

Schechter Investment Advisors first reported a position in SKGRU in Q3 2022 and held it in 5 quarters. The position peaked at $541K in Q3 2023. 2 funds tracked by Wall St. Rank hold SKGRU as of Q4 2023.

Schechter Investment Advisors reported no remaining SK Growth Opportunities Corporation Unit position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 50,000 SK Growth Opportunities Corporation Unit shares in Q4 2023, an estimated $541K.
Schechter Investment Advisors first reported a position in SK Growth Opportunities Corporation Unit in Q3 2022 and held it in 5 quarters.
Schechter Investment Advisors's SK Growth Opportunities Corporation Unit position peaked at $541K in Q3 2023.
2 funds tracked by Wall St. Rank held SK Growth Opportunities Corporation Unit as of Q4 2023.

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