Schubert & Co’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-225	Closed	-$320	–	1615
2023 Q1	$320	Hold	225	–	–	﹤0.01%	1492
2022 Q4	$360	Hold	225	–	–	﹤0.01%	1448
2022 Q3	$0	Hold	225	–	–	﹤0.01%	1627
2022 Q2	$0	Hold	225	–	–	﹤0.01%	1630
2022 Q1	$1K	Hold	225	–	–	﹤0.01%	1009
2021 Q4	$1K	Buy	+225	New	+$1.45K	﹤0.01%	952

Other funds holding SHCR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Schubert & Co sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q2 2023, closing a stake of 225 shares — an estimated $320 sold.

Schubert & Co first reported a position in SHCR in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 122 funds tracked by Wall St. Rank hold SHCR as of Q2 2023.

Schubert & Co reported no remaining Sharecare, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 225 Sharecare, Inc. Class A Common Stock shares in Q2 2023, an estimated $320.
Schubert & Co first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
Schubert & Co's Sharecare, Inc. Class A Common Stock position peaked at $1K in Q1 2022.
122 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2023.

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