Bank Julius Baer & Co
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Bank Julius Baer & Co’s Coherent COHR Stock Holding History

Bank Julius Baer & Co’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
2023
Q4 		– Sell
-101
Closed -$3K – 545
2023
Q3 		$3K Sell
101
-1,114
-92% -$45.7K ﹤0.01% 520
2023
Q2 		$62K Buy
+1,215
New +$45.1K ﹤0.01% 489
2022
Q3 		– Sell
-9,117
Closed -$465K – 585
2022
Q2 		$465K Sell
9,117
-9,303
-51% -$567K ﹤0.01% 349
2022
Q1 		$1.33M Buy
18,420
+3,319
+22% +$226K 0.01% 255
2021
Q4 		$1.03M Buy
+15,101
New +$950K 0.01% 349

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

Bank Julius Baer & Co's COHR Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of Coherent (COHR) in Q4 2023, closing a stake of 101 shares — an estimated $3K sold.

Bank Julius Baer & Co first reported a position in COHR in Q4 2021 and held it in 5 quarters. The position peaked at $1.33M in Q1 2022. 406 funds tracked by Wall St. Rank hold COHR as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining Coherent position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 101 Coherent shares in Q4 2023, an estimated $3K.
  • Bank Julius Baer & Co first reported a position in Coherent in Q4 2021 and held it in 5 quarters.
  • Bank Julius Baer & Co's Coherent position peaked at $1.33M in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Coherent as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.