EIM
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Essex Investment Management’s Symbotic SYM Stock Holding History

Essex Investment 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
Q4 		– Sell
-28,608
Closed -$698K – 318
2024
Q3 		$698K Buy
28,608
+10,104
+55% +$274K 0.12% 155
2024
Q2 		$651K Sell
18,504
-6,012
-25% -$243K 0.12% 157
2024
Q1 		$1.1M Buy
24,516
+2,490
+11% +$109K 0.22% 140
2023
Q4 		$1.13M Sell
22,026
-40,008
-64% -$1.75M 0.22% 150
2023
Q3 		$2.07M Buy
62,034
+28,033
+82% +$1.15M 0.34% 98
2023
Q2 		$1.46M Buy
34,001
+23,601
+227% +$775K 0.2% 155
2023
Q1 		$238K Hold
10,400
– – 0.03% 269
2022
Q4 		$124K Buy
+10,400
New +$121K 0.02% 291

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Essex Investment Management's SYM Position: Q4 2024 in Review

Essex Investment Management sold out of Symbotic (SYM) in Q4 2024, closing a stake of 28,608 shares — an estimated $698K sold.

Essex Investment Management first reported a position in SYM in Q4 2022 and held it in 8 quarters. The position peaked at $2.07M in Q3 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Essex Investment Management reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Essex Investment Management sold 28,608 Symbotic shares in Q4 2024, an estimated $698K.
  • Essex Investment Management first reported a position in Symbotic in Q4 2022 and held it in 8 quarters.
  • Essex Investment Management's Symbotic position peaked at $2.07M in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Essex Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.