Avity Investment Management’s Coherent COHR Stock Holding History

Avity Investment Management’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
2024 Q3	–	Sell	-2,925	Closed	-$212K	–	111
2024 Q2	$212K	Buy	+2,925	New	+$176K	0.02%	104

Other funds holding COHR

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Avity Investment Management's COHR Position: Q3 2024 in Review

Avity Investment Management sold out of Coherent (COHR) in Q3 2024, closing a stake of 2,925 shares — an estimated $212K sold.

Avity Investment Management first reported a position in COHR in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 531 funds tracked by Wall St. Rank hold COHR as of Q3 2024.

Avity Investment Management reported no remaining Coherent position as of Q3 2024 after selling out during the quarter.
Avity Investment Management sold 2,925 Coherent shares in Q3 2024, an estimated $212K.
Avity Investment Management first reported a position in Coherent in Q2 2024 and held it in 1 quarter.
Avity Investment Management's Coherent position peaked at $212K in Q2 2024.
531 funds tracked by Wall St. Rank held Coherent as of Q3 2024.

Based on Avity Investment Management's 13F filing for Q3 2024, filed 10 Oct 2024.