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Steve Schonfeld’s Stellus Capital Investment Corp SCM Stock Holding History

Steve Schonfeld’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,100
Closed -$181K – 2364
2023
Q4 		$181K Buy
+14,100
New +$182K ﹤0.01% 1549

Other funds holding SCM

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return

Steve Schonfeld's SCM Position: Q1 2024 in Review

Steve Schonfeld sold out of Stellus Capital Investment Corp (SCM) in Q1 2024, closing a stake of 14,100 shares — an estimated $181K sold.

Steve Schonfeld first reported a position in SCM in Q4 2023 and held it in 1 quarter. The position peaked at $181K in Q4 2023. 53 funds tracked by Wall St. Rank hold SCM as of Q1 2024.

  • Steve Schonfeld reported no remaining Stellus Capital Investment Corp position as of Q1 2024 after selling out during the quarter.
  • Steve Schonfeld sold 14,100 Stellus Capital Investment Corp shares in Q1 2024, an estimated $181K.
  • Steve Schonfeld first reported a position in Stellus Capital Investment Corp in Q4 2023 and held it in 1 quarter.
  • Steve Schonfeld's Stellus Capital Investment Corp position peaked at $181K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2024, filed 15 May 2024.