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Granahan Investment Management’s Symbotic SYM Stock Holding History

Granahan 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
Q3 		– Sell
-35,169
Closed -$1.24M – 201
2024
Q2 		$1.24M Sell
35,169
-10,490
-23% -$424K 0.05% 166
2024
Q1 		$2.05M Buy
45,659
+35,288
+340% +$1.55M 0.07% 158
2023
Q4 		$532K Buy
10,371
+1,360
+15% +$59.6K 0.02% 174
2023
Q3 		$301K Buy
+9,011
New +$371K 0.01% 179

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
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
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Granahan Investment Management's SYM Position: Q3 2024 in Review

Granahan Investment Management sold out of Symbotic (SYM) in Q3 2024, closing a stake of 35,169 shares — an estimated $1.24M sold.

Granahan Investment Management first reported a position in SYM in Q3 2023 and held it in 4 quarters. The position peaked at $2.05M in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Granahan Investment Management reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Granahan Investment Management sold 35,169 Symbotic shares in Q3 2024, an estimated $1.24M.
  • Granahan Investment Management first reported a position in Symbotic in Q3 2023 and held it in 4 quarters.
  • Granahan Investment Management's Symbotic position peaked at $2.05M in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Granahan Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.