Advisory Research’s Symbotic SYM Stock Holding History

Advisory Research’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-59,634	Closed	-$3.06M	–	303
2023 Q4	$3.06M	Sell	59,634 -77,726	-57%	-$3.41M	0.47%	53
2023 Q3	$4.59M	Sell	137,360 -2,853	-2%	-$117K	0.64%	33
2023 Q2	$6M	Sell	140,213 -16,554	-11%	-$544K	0.77%	26
2023 Q1	$3.58M	Buy	+156,767	New	+$2.62M	0.59%	41

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Advisory Research's SYM Position: Q1 2024 in Review

Advisory Research sold out of Symbotic (SYM) in Q1 2024, closing a stake of 59,634 shares — an estimated $3.06M sold.

Advisory Research first reported a position in SYM in Q1 2023 and held it in 4 quarters. The position peaked at $6M in Q2 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

Advisory Research reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 59,634 Symbotic shares in Q1 2024, an estimated $3.06M.
Advisory Research first reported a position in Symbotic in Q1 2023 and held it in 4 quarters.
Advisory Research's Symbotic position peaked at $6M in Q2 2023.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.