Schechter Investment Advisors’s Vine Hill Capital Investment Corp Unit VCICU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.02M Sell
99,810
-2,890
-3% -$29.5K 0.08% 229
2024
Q4
$1.04M Sell
102,700
-570
-0.6% -$5.73K 0.08% 237
2024
Q3
$1.03M Buy
+103,270
New +$1.03M 0.08% 247

Other funds holding VCICU

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

Schechter Investment Advisors reduced its Vine Hill Capital Investment Corp Unit (VCICU) stake by 2.8% in Q1 2025, selling an estimated $29.5K and leaving 99,810 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #229.

Schechter Investment Advisors first reported a position in VCICU in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2024. 11 funds tracked by Wall St. Rank hold VCICU as of Q1 2025.

  • Schechter Investment Advisors held 99,810 shares of Vine Hill Capital Investment Corp Unit worth $1.02M as of Q1 2025.
  • Schechter Investment Advisors sold 2,890 Vine Hill Capital Investment Corp Unit shares in Q1 2025, an estimated $29.5K.
  • Vine Hill Capital Investment Corp Unit made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #229 holding.
  • Schechter Investment Advisors first reported a position in Vine Hill Capital Investment Corp Unit in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's Vine Hill Capital Investment Corp Unit position peaked at $1.04M in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Vine Hill Capital Investment Corp Unit as of Q1 2025.

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