Cowen and Company’s Symbotic SYM Stock Holding History

Cowen and Company’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
2022 Q2	–	Sell	-131,991	Closed	-$1.31M	–	744
2022 Q1	$1.31M	Sell	131,991 -332,397	-72%	-$3.29M	0.13%	90
2021 Q4	$4.64M	Buy	+464,388	New	+$4.62M	0.42%	46

Other funds holding SYM

SGA

SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cowen and Company's SYM Position: Q2 2022 in Review

Cowen and Company sold out of Symbotic (SYM) in Q2 2022, closing a stake of 131,991 shares — an estimated $1.31M sold.

Cowen and Company first reported a position in SYM in Q4 2021 and held it in 2 quarters. The position peaked at $4.64M in Q4 2021. 17 funds tracked by Wall St. Rank hold SYM as of Q2 2022.

Cowen and Company reported no remaining Symbotic position as of Q2 2022 after selling out during the quarter.
Cowen and Company sold 131,991 Symbotic shares in Q2 2022, an estimated $1.31M.
Cowen and Company first reported a position in Symbotic in Q4 2021 and held it in 2 quarters.
Cowen and Company's Symbotic position peaked at $4.64M in Q4 2021.
17 funds tracked by Wall St. Rank held Symbotic as of Q2 2022.

Based on Cowen and Company's 13F filing for Q2 2022, filed 5 Aug 2022.