Bartlett & Co’s Coherent Inc COHR Stock Holding History

Bartlett & 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
2022 Q3	–	Sell	-300	Closed	-$80K	–	1304
2022 Q2	$80K	Hold	300	–	–	﹤0.01%	499
2022 Q1	$82K	Buy	+300	New	+$78.5K	﹤0.01%	511
2015 Q1	–	Sell	-42	Closed	-$3K	–	807
2014 Q4	$3K	Buy	+42	New	+$2.49K	﹤0.01%	761

Other funds holding COHR

WPC

Waters Parkerson & Co New Orleans, Louisiana $1.95B AUM 15.9% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Bartlett & Co's COHR Position: Q3 2022 in Review

Bartlett & Co sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 300 shares — an estimated $80K sold.

Bartlett & Co first reported a position in COHR in Q4 2014 and held it in 3 quarters. The position peaked at $82K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Bartlett & Co reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 300 Coherent Inc shares in Q3 2022, an estimated $80K.
Bartlett & Co first reported a position in Coherent Inc in Q4 2014 and held it in 3 quarters.
Bartlett & Co's Coherent Inc position peaked at $82K in Q1 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.