Echo Street Capital Management’s Symbotic SYM Stock Holding History

Echo Street 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
2021 Q4	–	Sell	-50,000	Closed	-$492K	–	744
2021 Q3	$492K	Hold	50,000	–	–	﹤0.01%	417
2021 Q2	$497K	Hold	50,000	–	–	﹤0.01%	370
2021 Q1	$505K	Buy	+50,000	New	+$511K	﹤0.01%	291

Other funds holding SYM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LCM

LH Capital Markets New York $39.4M AUM 14.61% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Echo Street Capital Management's SYM Position: Q4 2021 in Review

Echo Street Capital Management sold out of Symbotic (SYM) in Q4 2021, closing a stake of 50,000 shares — an estimated $492K sold.

Echo Street Capital Management first reported a position in SYM in Q1 2021 and held it in 3 quarters. The position peaked at $505K in Q1 2021. 74 funds tracked by Wall St. Rank hold SYM as of Q4 2021.

Echo Street Capital Management reported no remaining Symbotic position as of Q4 2021 after selling out during the quarter.
Echo Street Capital Management sold 50,000 Symbotic shares in Q4 2021, an estimated $492K.
Echo Street Capital Management first reported a position in Symbotic in Q1 2021 and held it in 3 quarters.
Echo Street Capital Management's Symbotic position peaked at $505K in Q1 2021.
74 funds tracked by Wall St. Rank held Symbotic as of Q4 2021.

Based on Echo Street Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.