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Cohen & Co Financial Management’s Symbotic SYM Stock Holding History

Cohen & Co Financial Management’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
2021
Q4 		– Sell
-200,000
Closed -$1.97M – 121
2021
Q3 		$1.97M Hold
200,000
– – 0.82% 43
2021
Q2 		$1.99M Buy
+200,000
New +$2.02M 1.27% 35

Other funds holding SYM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LCM
LH Capital Markets New York $39.4M AUM 14.61% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Cohen & Co Financial Management's SYM Position: Q4 2021 in Review

Cohen & Co Financial Management sold out of Symbotic (SYM) in Q4 2021, closing a stake of 200,000 shares — an estimated $1.97M sold.

Cohen & Co Financial Management first reported a position in SYM in Q2 2021 and held it in 2 quarters. The position peaked at $1.99M in Q2 2021. 74 funds tracked by Wall St. Rank hold SYM as of Q4 2021.

  • Cohen & Co Financial Management reported no remaining Symbotic position as of Q4 2021 after selling out during the quarter.
  • Cohen & Co Financial Management sold 200,000 Symbotic shares in Q4 2021, an estimated $1.97M.
  • Cohen & Co Financial Management first reported a position in Symbotic in Q2 2021 and held it in 2 quarters.
  • Cohen & Co Financial Management's Symbotic position peaked at $1.99M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Symbotic as of Q4 2021.

Based on Cohen & Co Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.