Schechter Investment Advisors’s TortoiseEcofin Acquisition Corp. III TRTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-272,633	Closed	-$2.82M	–	696
2023 Q2	$2.82M	Sell	272,633 -3,020	-1%	-$31.1K	0.25%	73
2023 Q1	$2.82M	Buy	275,653 +7,099	+3%	+$71.9K	0.26%	69
2022 Q4	$2.67M	Buy	268,554 +232,129	+637%	+$2.3M	0.24%	76
2022 Q3	$358K	Hold	36,425	–	–	0.04%	630
2022 Q2	$352K	Buy	+36,425	New	+$353K	0.03%	645

Other funds holding TRTL

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

SIM

Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

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

Schechter Investment Advisors sold out of TortoiseEcofin Acquisition Corp. III (TRTL) in Q3 2023, closing a stake of 272,633 shares — an estimated $2.82M sold.

Schechter Investment Advisors first reported a position in TRTL in Q2 2022 and held it in 5 quarters. The position peaked at $2.82M in Q2 2023. 51 funds tracked by Wall St. Rank hold TRTL as of Q3 2023.

Schechter Investment Advisors reported no remaining TortoiseEcofin Acquisition Corp. III position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 272,633 TortoiseEcofin Acquisition Corp. III shares in Q3 2023, an estimated $2.82M.
Schechter Investment Advisors first reported a position in TortoiseEcofin Acquisition Corp. III in Q2 2022 and held it in 5 quarters.
Schechter Investment Advisors's TortoiseEcofin Acquisition Corp. III position peaked at $2.82M in Q2 2023.
51 funds tracked by Wall St. Rank held TortoiseEcofin Acquisition Corp. III as of Q3 2023.

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