Altshuler Shaham’s Symbotic SYM Stock Holding History

Altshuler Shaham’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
2022 Q4	–	Sell	-4,608	Closed	-$50K	–	596
2022 Q3	$50K	Buy	+4,608	New	+$67.8K	﹤0.01%	221

Other funds holding SYM

SGA

SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return

SSI

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

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

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NIP

Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altshuler Shaham's SYM Position: Q4 2022 in Review

Altshuler Shaham sold out of Symbotic (SYM) in Q4 2022, closing a stake of 4,608 shares — an estimated $50K sold.

Altshuler Shaham first reported a position in SYM in Q3 2022 and held it in 1 quarter. The position peaked at $50K in Q3 2022. 50 funds tracked by Wall St. Rank hold SYM as of Q4 2022.

Altshuler Shaham reported no remaining Symbotic position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 4,608 Symbotic shares in Q4 2022, an estimated $50K.
Altshuler Shaham first reported a position in Symbotic in Q3 2022 and held it in 1 quarter.
Altshuler Shaham's Symbotic position peaked at $50K in Q3 2022.
50 funds tracked by Wall St. Rank held Symbotic as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.