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COHR icon

Bellecapital’s Coherent COHR Stock Holding History

Bellecapital’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
Q2 		– Sell
-5,316
Closed -$202K – 170
2023
Q1 		$202K Buy
+5,316
New +$216K 0.05% 187
2022
Q4 		– Sell
-8,501
Closed -$296K – 190
2022
Q3 		$296K Buy
8,501
+120
+1% +$5.75K 0.09% 141
2022
Q2 		$427K Sell
8,381
-120
-1% -$7.32K 0.12% 128
2022
Q1 		$616K Hold
8,501
– – 0.2% 94
2021
Q4 		$581K Sell
8,501
-90
-1% -$5.66K 0.17% 103
2021
Q3 		$510K Sell
8,591
-2,184
-20% -$143K 0.16% 111
2021
Q2 		$782K Hold
10,775
– – 0.24% 81
2021
Q1 		$737K Sell
10,775
-4,100
-28% -$336K 0.23% 80
2020
Q4 		$1.13M Buy
+14,875
New +$881K 0.38% 55

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellecapital's COHR Position: Q2 2023 in Review

Bellecapital sold out of Coherent (COHR) in Q2 2023, closing a stake of 5,316 shares — an estimated $202K sold.

Bellecapital first reported a position in COHR in Q4 2020 and held it in 9 quarters. The position peaked at $1.13M in Q4 2020. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

  • Bellecapital reported no remaining Coherent position as of Q2 2023 after selling out during the quarter.
  • Bellecapital sold 5,316 Coherent shares in Q2 2023, an estimated $202K.
  • Bellecapital first reported a position in Coherent in Q4 2020 and held it in 9 quarters.
  • Bellecapital's Coherent position peaked at $1.13M in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on Bellecapital's 13F filing for Q2 2023, filed 7 Jul 2023.