Credit Suisse’s Symbotic SYM Stock Holding History

Credit Suisse’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	$1.41M	Buy	31,394 +9,400	+43%	+$412K	﹤0.01%	2067
2023 Q4	$1.13M	Buy	21,994 +7,368	+50%	+$323K	﹤0.01%	2259
2023 Q3	$489K	Buy	14,626 +89	+0.6%	+$3.66K	﹤0.01%	2698
2023 Q2	$622K	Buy	14,537 +3,583	+33%	+$118K	﹤0.01%	2667
2023 Q1	$250K	Buy	+10,954	New	+$183K	﹤0.01%	3055

Other funds holding SYM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RJA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Credit Suisse's SYM Position: Q1 2024 in Review

Credit Suisse increased its Symbotic (SYM) stake by 43% in Q1 2024, buying an estimated $412K and bringing the position to 31,394 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Credit Suisse first reported a position in SYM in Q1 2023 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

Credit Suisse held 31,394 shares of Symbotic worth $1.41M as of Q1 2024.
Credit Suisse bought 9,400 Symbotic shares in Q1 2024, an estimated $412K.
Symbotic made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2067 holding.
Credit Suisse first reported a position in Symbotic in Q1 2023 and has held it in 5 quarters since.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.