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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 		$113K Sell
10,600
-51,000
-83% -$2.23M 0.04% 418
2023
Q4 		$184K Sell
61,600
-67,100
-52% -$2.94M 0.02% 775
2023
Q3 		$720K Buy
128,700
+76,800
+148% +$3.16M 0.07% 324
2023
Q2 		$354K Buy
+51,900
New +$1.7M 0.05% 416
2023
Q1 		– Sell
-900
Closed -$2K – 4693
2022
Q4 		$2K Sell
900
-7,900
-90% -$92K ﹤0.01% 3780
2022
Q3 		$25K Buy
+8,800
New +$129K ﹤0.01% 2446

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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.