Schubert & Co’s Piper Sandler PIPR Stock Holding History

Schubert & Co’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60	Closed	-$2.08K	–	1112
2023 Q1	$2.08K	Hold	60	–	–	﹤0.01%	901
2022 Q4	$1.95K	Sell	60 -4	-6%	-$131	﹤0.01%	889
2022 Q3	$2K	Buy	64 +28	+78%	+$815	﹤0.01%	882
2022 Q2	$1K	Buy	36 +16	+80%	+$483	﹤0.01%	1239
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	855
2021 Q4	$1K	Buy	+20	New	+$850	﹤0.01%	800

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Schubert & Co's PIPR Position: Q2 2023 in Review

Schubert & Co sold out of Piper Sandler (PIPR) in Q2 2023, closing a stake of 60 shares — an estimated $2.08K sold.

Schubert & Co first reported a position in PIPR in Q4 2021 and held it in 6 quarters. The position peaked at $2.08K in Q1 2023. 233 funds tracked by Wall St. Rank hold PIPR as of Q2 2023.

Schubert & Co reported no remaining Piper Sandler position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 60 Piper Sandler shares in Q2 2023, an estimated $2.08K.
Schubert & Co first reported a position in Piper Sandler in Q4 2021 and held it in 6 quarters.
Schubert & Co's Piper Sandler position peaked at $2.08K in Q1 2023.
233 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.