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G2 Investment Partners Management’s Symbotic SYM Stock Holding History

G2 Investment Partners 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
2023
Q4 		– Sell
-20,400
Closed -$682K – 113
2023
Q3 		$682K Buy
+20,400
New +$839K 0.17% 68

Other funds holding SYM

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SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

G2 Investment Partners Management's SYM Position: Q4 2023 in Review

G2 Investment Partners Management sold out of Symbotic (SYM) in Q4 2023, closing a stake of 20,400 shares — an estimated $682K sold.

G2 Investment Partners Management first reported a position in SYM in Q3 2023 and held it in 1 quarter. The position peaked at $682K in Q3 2023. 198 funds tracked by Wall St. Rank hold SYM as of Q4 2023.

  • G2 Investment Partners Management reported no remaining Symbotic position as of Q4 2023 after selling out during the quarter.
  • G2 Investment Partners Management sold 20,400 Symbotic shares in Q4 2023, an estimated $682K.
  • G2 Investment Partners Management first reported a position in Symbotic in Q3 2023 and held it in 1 quarter.
  • G2 Investment Partners Management's Symbotic position peaked at $682K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Symbotic as of Q4 2023.

Based on G2 Investment Partners Management's 13F filing for Q4 2023, filed 14 Feb 2024.