Sterling Investment Advisors (Pennsylvania)’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021 Q1	–	Sell	-750	Closed	-$11K	–	544
2020 Q4	$11K	Hold	750	–	–	﹤0.01%	361
2020 Q3	$9K	Hold	750	–	–	﹤0.01%	359
2020 Q2	$9K	Hold	750	–	–	﹤0.01%	355
2020 Q1	$10K	Hold	750	–	–	0.01%	316
2019 Q4	$16K	Hold	750	–	–	0.01%	317
2019 Q3	$15K	Hold	750	–	–	0.01%	318
2019 Q2	$17K	Buy	+750	New	+$13.4K	0.01%	313

Other funds holding SCU

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

TAM

Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KSCM

Kamunting Street Capital Management Miami Beach, Florida $183M AUM 2.19% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SCU Position: Q1 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q1 2021, closing a stake of 750 shares — an estimated $11K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCU in Q2 2019 and held it in 7 quarters. The position peaked at $17K in Q2 2019. 90 funds tracked by Wall St. Rank hold SCU as of Q1 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 750 Sculptor Capital Management, Inc. Class A Common Stock shares in Q1 2021, an estimated $11K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q2 2019 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s Sculptor Capital Management, Inc. Class A Common Stock position peaked at $17K in Q2 2019.
90 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q1 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2021, filed 4 May 2021.