Gilder Gagnon Howe & Co’s Symbotic SYM Stock Holding History

Gilder Gagnon Howe & Co’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
2022 Q2	–	Sell	-186,591	Closed	-$1.85M	–	275
2022 Q1	$1.85M	Sell	186,591 -170,898	-48%	-$1.69M	0.02%	226
2021 Q4	$3.58M	Sell	357,489 -120,534	-25%	-$1.2M	0.02%	243
2021 Q3	$4.7M	Sell	478,023 -14,628	-3%	-$144K	0.02%	250
2021 Q2	$4.9M	Sell	492,651 -6,495	-1%	-$65.5K	0.02%	261
2021 Q1	$5.04M	Buy	+499,146	New	+$5.11M	0.03%	239

Other funds holding SYM

SGA

SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

SCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Gilder Gagnon Howe & Co's SYM Position: Q2 2022 in Review

Gilder Gagnon Howe & Co sold out of Symbotic (SYM) in Q2 2022, closing a stake of 186,591 shares — an estimated $1.85M sold.

Gilder Gagnon Howe & Co first reported a position in SYM in Q1 2021 and held it in 5 quarters. The position peaked at $5.04M in Q1 2021. 17 funds tracked by Wall St. Rank hold SYM as of Q2 2022.

Gilder Gagnon Howe & Co reported no remaining Symbotic position as of Q2 2022 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 186,591 Symbotic shares in Q2 2022, an estimated $1.85M.
Gilder Gagnon Howe & Co first reported a position in Symbotic in Q1 2021 and held it in 5 quarters.
Gilder Gagnon Howe & Co's Symbotic position peaked at $5.04M in Q1 2021.
17 funds tracked by Wall St. Rank held Symbotic as of Q2 2022.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2022, filed 15 Aug 2022.