Cutler Group’s Symbotic SYM Stock Holding History

Cutler Group’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	$142K	Sell	29,100 -34,400	-54%	-$1.51M	0.05%	356
2023 Q4	$578K	Sell	63,500 -5,300	-8%	-$232K	0.05%	377
2023 Q3	$154K	Buy	68,800 +8,000	+13%	+$329K	0.02%	888
2023 Q2	$470K	Buy	60,800 +51,900	+583%	+$1.7M	0.07%	343
2023 Q1	$17K	Buy	+8,900	New	+$149K	﹤0.01%	2013
2022 Q4	–	Sell	-1,700	Closed	-$1K	–	5190
2022 Q3	$1K	Buy	+1,700	New	+$25K	﹤0.01%	4699

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

Cutler Group's SYM Position: Q1 2024 in Review

Cutler Group reduced its Symbotic (SYM) stake by 31% in Q1 2024, selling an estimated $114K and leaving 5,686 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #239.

Cutler Group first reported a position in SYM in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.56M in Q3 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

Cutler Group held 5,686 shares of Symbotic worth $255K as of Q1 2024.
Cutler Group sold 2,607 Symbotic shares in Q1 2024, an estimated $114K.
Symbotic made up 0.08% of Cutler Group's portfolio in Q1 2024, its #239 holding.
Cutler Group first reported a position in Symbotic in Q3 2022 and has held it in 4 quarters since.
Cutler Group's Symbotic position peaked at $1.56M in Q3 2023.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.