Boston Family Office’s Coherent Inc COHR Stock Holding History

Boston Family Office’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	-1,202	Closed	-$320K	–	275
2022 Q2	$320K	Hold	1,202	–	–	0.03%	227
2022 Q1	$329K	Hold	1,202	–	–	0.02%	235
2021 Q4	$320K	Hold	1,202	–	–	0.02%	243
2021 Q3	$301K	Hold	1,202	–	–	0.02%	243
2021 Q2	$318K	Hold	1,202	–	–	0.02%	240
2021 Q1	$303K	Buy	+1,202	New	+$267K	0.02%	237
2020 Q3	–	Sell	-2,702	Closed	-$354K	–	246
2020 Q2	$354K	Hold	2,702	–	–	0.03%	202
2020 Q1	$288K	Hold	2,702	–	–	0.03%	211
2019 Q4	$449K	Hold	2,702	–	–	0.04%	198
2019 Q3	$415K	Hold	2,702	–	–	0.04%	206
2019 Q2	$368K	Hold	2,702	–	–	0.04%	219
2019 Q1	$383K	Hold	2,702	–	–	0.04%	216
2018 Q4	$286K	Hold	2,702	–	–	0.04%	224
2018 Q3	$465K	Hold	2,702	–	–	0.05%	203
2018 Q2	$423K	Hold	2,702	–	–	0.05%	205
2018 Q1	$506K	Sell	2,702 -460	-15%	-$111K	0.06%	195
2017 Q4	$892K	Hold	3,162	–	–	0.1%	153
2017 Q3	$744K	Hold	3,162	–	–	0.08%	168
2017 Q2	$711K	Hold	3,162	–	–	0.08%	166
2017 Q1	$650K	Sell	3,162 -478	-13%	-$83.6K	0.08%	174
2016 Q4	$500K	Sell	3,640 -200	-5%	-$24.3K	0.06%	188
2016 Q3	$424K	Hold	3,840	–	–	0.06%	193
2016 Q2	$352K	Hold	3,840	–	–	0.05%	207
2016 Q1	$353K	Sell	3,840 -460	-11%	-$35.4K	0.05%	203
2015 Q4	$280K	Hold	4,300	–	–	0.04%	210
2015 Q3	$235K	Hold	4,300	–	–	0.03%	223
2015 Q2	$273K	Hold	4,300	–	–	0.03%	230
2015 Q1	$279K	Hold	4,300	–	–	0.03%	232
2014 Q4	$261K	Hold	4,300	–	–	0.03%	236
2014 Q3	$264K	Hold	4,300	–	–	0.03%	234
2014 Q2	$285K	Hold	4,300	–	–	0.04%	231
2014 Q1	$281K	Hold	4,300	–	–	0.04%	229
2013 Q4	$320K	Hold	4,300	–	–	0.04%	218
2013 Q3	$264K	Hold	4,300	–	–	0.04%	229
2013 Q2	$237K	Buy	+4,300	New	+$239K	0.04%	233

Other funds holding COHR

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 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 $1.25B AUM 29.12% 1-Year Est. Return

Boston Family Office's COHR Position: Q3 2022 in Review

Boston Family Office sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 1,202 shares — an estimated $320K sold.

Boston Family Office first reported a position in COHR in Q2 2013 and held it in 35 quarters. The position peaked at $892K in Q4 2017. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Boston Family Office reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Boston Family Office sold 1,202 Coherent Inc shares in Q3 2022, an estimated $320K.
Boston Family Office first reported a position in Coherent Inc in Q2 2013 and held it in 35 quarters.
Boston Family Office's Coherent Inc position peaked at $892K in Q4 2017.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Boston Family Office's 13F filing for Q3 2022, filed 8 Nov 2022.