Cambridge Trust’s Symbotic SYM Stock Holding History

Cambridge Trust’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.5K	Hold	100	–	–	﹤0.01%	610
2023 Q4	$5.13K	Buy	+100	New	+$4.38K	﹤0.01%	627

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Cambridge Trust's SYM Position: Q1 2024 in Review

Cambridge Trust held its Symbotic (SYM) position steady in Q1 2024 at 100 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Cambridge Trust first reported a position in SYM in Q4 2023 and has held it in 2 quarters since. The position peaked at $5.13K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

Cambridge Trust held 100 shares of Symbotic worth $4.5K as of Q1 2024.
Cambridge Trust left its Symbotic share count unchanged in Q1 2024.
Symbotic made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #610 holding.
Cambridge Trust first reported a position in Symbotic in Q4 2023 and has held it in 2 quarters since.
Cambridge Trust's Symbotic position peaked at $5.13K in Q4 2023.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.