Spire Wealth Management’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

Spire Wealth Management’s Portfolio SCU Stock Details SCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-65	Closed	-$578	–	2489
2023 Q2	$578	Hold	65	–	–	﹤0.01%	2372
2023 Q1	$559	Buy	65 +1	+2%	+$9	﹤0.01%	2464
2022 Q4	$1K	Buy	64 +1	+2%	+$10	﹤0.01%	2282
2022 Q3	$1K	Sell	63 -500	-89%	-$4.63K	﹤0.01%	2154
2022 Q2	$5K	Buy	+563	New	+$6.21K	﹤0.01%	2160
2022 Q1	–	Sell	-62	Closed	-$1K	–	2965
2021 Q4	$1K	Buy	62 +1	+2%	+$23	﹤0.01%	2917
2021 Q3	$2K	Buy	61 +1	+2%	+$26	﹤0.01%	2505
2021 Q2	$1K	Buy	+60	New	+$1.44K	﹤0.01%	2557

Other funds holding SCU

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Spire Wealth Management's SCU Position: Q3 2023 in Review

Spire Wealth Management sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q3 2023, closing a stake of 65 shares — an estimated $578 sold.

Spire Wealth Management first reported a position in SCU in Q2 2021 and held it in 8 quarters. The position peaked at $5K in Q2 2022. 91 funds tracked by Wall St. Rank hold SCU as of Q3 2023.

Spire Wealth Management reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 65 Sculptor Capital Management, Inc. Class A Common Stock shares in Q3 2023, an estimated $578.
Spire Wealth Management first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q2 2021 and held it in 8 quarters.
Spire Wealth Management's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $5K in Q2 2022.
91 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.