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Fox Run Management’s Symbotic SYM Stock Holding History

Fox Run 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
-15,430
Closed -$543K – 1090
2024
Q2 		$543K Buy
+15,430
New +$624K 0.1% 380

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
FCM
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Fidelity Investments
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
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ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Fox Run Management's SYM Position: Q3 2024 in Review

Fox Run Management sold out of Symbotic (SYM) in Q3 2024, closing a stake of 15,430 shares — an estimated $543K sold.

Fox Run Management first reported a position in SYM in Q2 2024 and held it in 1 quarter. The position peaked at $543K in Q2 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Fox Run Management reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Fox Run Management sold 15,430 Symbotic shares in Q3 2024, an estimated $543K.
  • Fox Run Management first reported a position in Symbotic in Q2 2024 and held it in 1 quarter.
  • Fox Run Management's Symbotic position peaked at $543K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Fox Run Management's 13F filing for Q3 2024, filed 12 Nov 2024.