Advisory Research’s Coherent COHR Stock Holding History

Advisory Research’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-17,577	Closed	-$1.2M	–	360
2021 Q1	$1.2M	Buy	17,577 +6,984	+66%	+$573K	0.08%	181
2020 Q4	$805K	Buy	+10,593	New	+$628K	0.06%	217
2020 Q3	–	Sell	-14,308	Closed	-$676K	–	310
2020 Q2	$676K	Buy	+14,308	New	+$567K	0.06%	215
2019 Q2	–	Sell	-32,458	Closed	-$1.21M	–	372
2019 Q1	$1.21M	Buy	32,458 +9,862	+44%	+$365K	0.02%	230
2018 Q4	$733K	Sell	22,596 -12,457	-36%	-$465K	0.02%	268
2018 Q3	$1.66M	Sell	35,053 -9,306	-21%	-$423K	0.03%	215
2018 Q2	$1.93M	Sell	44,359 -38,123	-46%	-$1.68M	0.03%	213
2018 Q1	$3.37M	Buy	82,482 +4,843	+6%	+$210K	0.06%	175
2017 Q4	$3.65M	Buy	77,639 +22,786	+42%	+$1.02M	0.06%	170
2017 Q3	$2.26M	Sell	54,853 -11,679	-18%	-$435K	0.04%	204
2017 Q2	$2.28M	Sell	66,532 -38,255	-37%	-$1.24M	0.04%	201
2017 Q1	$3.78M	Buy	104,787 +24,228	+30%	+$855K	0.06%	192
2016 Q4	$2.39M	Buy	+80,559	New	+$2.29M	0.04%	194

Other funds holding COHR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Research's COHR Position: Q2 2021 in Review

Advisory Research sold out of Coherent (COHR) in Q2 2021, closing a stake of 17,577 shares — an estimated $1.2M sold.

Advisory Research first reported a position in COHR in Q4 2016 and held it in 13 quarters. The position peaked at $3.78M in Q1 2017. 416 funds tracked by Wall St. Rank hold COHR as of Q2 2021.

Advisory Research reported no remaining Coherent position as of Q2 2021 after selling out during the quarter.
Advisory Research sold 17,577 Coherent shares in Q2 2021, an estimated $1.2M.
Advisory Research first reported a position in Coherent in Q4 2016 and held it in 13 quarters.
Advisory Research's Coherent position peaked at $3.78M in Q1 2017.
416 funds tracked by Wall St. Rank held Coherent as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.