Driehaus Capital Management’s Symbotic SYM Stock Holding History

Driehaus Capital Management’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 Q3	–	Sell	-195,498	Closed	-$6.87M	–	447
2024 Q2	$6.87M	Sell	195,498 -23,904	-11%	-$967K	0.07%	240
2024 Q1	$9.87M	Sell	219,402 -76,334	-26%	-$3.34M	0.1%	236
2023 Q4	$15.2M	Buy	295,736 +18,679	+7%	+$819K	0.18%	189
2023 Q3	$9.26M	Buy	277,057 +8,809	+3%	+$362K	0.12%	217
2023 Q2	$11.5M	Buy	+268,248	New	+$8.81M	0.15%	202

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

TAM

Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Driehaus Capital Management's SYM Position: Q3 2024 in Review

Driehaus Capital Management sold out of Symbotic (SYM) in Q3 2024, closing a stake of 195,498 shares — an estimated $6.87M sold.

Driehaus Capital Management first reported a position in SYM in Q2 2023 and held it in 5 quarters. The position peaked at $15.2M in Q4 2023. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

Driehaus Capital Management reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
Driehaus Capital Management sold 195,498 Symbotic shares in Q3 2024, an estimated $6.87M.
Driehaus Capital Management first reported a position in Symbotic in Q2 2023 and held it in 5 quarters.
Driehaus Capital Management's Symbotic position peaked at $15.2M in Q4 2023.
214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Driehaus Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.