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Disciplined Investments’s Coherent COHR Stock Holding History

Disciplined Investments’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$1.02K – 399
2023
Q2 		$1.02K Sell
20
-2
-9% -$74 ﹤0.01% 958
2023
Q1 		$838 Buy
22
+1
+5% +$41 ﹤0.01% 1038
2022
Q4 		$737 Buy
21
+4
+24% +$139 ﹤0.01% 1023
2022
Q3 		$1K Sell
17
-7
-29% -$335 ﹤0.01% 841
2022
Q2 		$1K Buy
24
+5
+26% +$305 ﹤0.01% 850
2022
Q1 		$1K Buy
+19
New +$1.29K ﹤0.01% 908

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

Disciplined Investments's COHR Position: Q3 2023 in Review

Disciplined Investments sold out of Coherent (COHR) in Q3 2023, closing a stake of 20 shares — an estimated $1.02K sold.

Disciplined Investments first reported a position in COHR in Q1 2022 and held it in 6 quarters. The position peaked at $1.02K in Q2 2023. 398 funds tracked by Wall St. Rank hold COHR as of Q3 2023.

  • Disciplined Investments reported no remaining Coherent position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Coherent shares in Q3 2023, an estimated $1.02K.
  • Disciplined Investments first reported a position in Coherent in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Coherent position peaked at $1.02K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Coherent as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.