SIA
USAR

Schechter Investment Advisors’s USA Rare Earth Inc USAR Stock Holding History

Schechter Investment Advisors’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,044,888
Closed -$11.2M – 718
2024
Q3 		$11.2M Sell
1,044,888
-203,889
-16% -$2.18M 0.83% 23
2024
Q2 		$13.2M Sell
1,248,777
-819,332
-40% -$8.63M 1% 22
2024
Q1 		$21.6M Buy
2,068,109
+79,297
+4% +$826K 1.62% 11
2023
Q4 		$20.5M Buy
1,988,812
+1,957,962
+6,347% +$20.1M 1.78% 10
2023
Q3 		$315K Buy
+30,850
New +$313K 0.03% 434

Other funds holding USAR

HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Schechter Investment Advisors's USAR Position: Q4 2024 in Review

Schechter Investment Advisors sold out of USA Rare Earth Inc (USAR) in Q4 2024, closing a stake of 1,044,888 shares — an estimated $11.2M sold.

Schechter Investment Advisors first reported a position in USAR in Q3 2023 and held it in 5 quarters. The position peaked at $21.6M in Q1 2024. 8 funds tracked by Wall St. Rank hold USAR as of Q4 2024.

  • Schechter Investment Advisors reported no remaining USA Rare Earth Inc position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,044,888 USA Rare Earth Inc shares in Q4 2024, an estimated $11.2M.
  • Schechter Investment Advisors first reported a position in USA Rare Earth Inc in Q3 2023 and held it in 5 quarters.
  • Schechter Investment Advisors's USA Rare Earth Inc position peaked at $21.6M in Q1 2024.
  • 8 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.