Schechter Investment Advisors’s TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant TRTL.U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-62,310	Closed	-$644K	–	697
2023 Q2	$644K	Sell	62,310 -5,950	-9%	-$61.2K	0.06%	328
2023 Q1	$700K	Sell	68,260 -750	-1%	-$7.63K	0.06%	329
2022 Q4	$692K	Buy	69,010 +20,900	+43%	+$208K	0.06%	403
2022 Q3	$471K	Hold	48,110	–	–	0.05%	534
2022 Q2	$472K	Sell	48,110 -3,000	-6%	-$29.6K	0.05%	551
2022 Q1	$503K	Sell	51,110 -5,850	-10%	-$57.9K	0.05%	526
2021 Q4	$566K	Buy	+56,960	New	+$568K	0.05%	473

Other funds holding TRTL.U

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

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

Schechter Investment Advisors sold out of TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant (TRTL.U) in Q3 2023, closing a stake of 62,310 shares — an estimated $644K sold.

Schechter Investment Advisors first reported a position in TRTL.U in Q4 2021 and held it in 7 quarters. The position peaked at $700K in Q1 2023. 7 funds tracked by Wall St. Rank hold TRTL.U as of Q3 2023.

Schechter Investment Advisors reported no remaining TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 62,310 TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant shares in Q3 2023, an estimated $644K.
Schechter Investment Advisors first reported a position in TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant position peaked at $700K in Q1 2023.
7 funds tracked by Wall St. Rank held TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant as of Q3 2023.

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