Schechter Investment Advisors, LLC KEP KOREA ELEC PWR CORP SPONSORED ADR

Ownership history in Schechter Investment Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Schechter Investment Advisors, LLC reported KOREA ELEC PWR CORP SPONSORED ADR (KEP) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows KEP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schechter Investment Advisors, LLC's position in KOREA ELEC PWR CORP SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

KEP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Schechter Investment Advisors, LLC held KEP — position size vs. price
% of Fund (quarterly)    KEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 25,568 +14,758 +136.5% 0.01% $176K 2025-02-06 $7.31
2024 Q3 REDUCED 61.0% -12.1% 10,810 -16,918 -61.0% 0.01% $84K 2024-11-12 $7.56
2024 Q2 REDUCED 27,728 -761 -2.7% 0.01% $197K 2024-08-12 $7.05
2024 Q1 ADDED 28,489 +3,741 +15.1% 0.02% $237K 2024-05-06 $7.91
2023 Q4 ADDED 24,748 +133 +0.5% 0.02% $179K 2024-01-17 $6.95
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Schechter Investment Advisors, LLC and KEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Schechter Investment Advisors, LLC reported owning KEP?

Schechter Investment Advisors, LLC reported KEP across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported KEP position in Schechter Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for KEP was 0.02% in 2024 Q1.

What is the latest reported KEP position on this page?

The most recent filing on this page is 2024 Q4, when Schechter Investment Advisors, LLC reported 25,568 shares, equal to 0.01% of portfolio, with an estimated market value of $176K.

What does the chart on this KEP ownership page compare?

The chart compares Schechter Investment Advisors, LLC's quarterly KEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Schechter Investment Advisors, LLC time their KEP position?

Based on 13F filing dates vs. subsequent KEP price moves, Schechter Investment Advisors, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on KEP relative to SPY over the holding period was -25.7%.

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