Ground Swell Capital’s Coherent COHR Stock Holding History

Ground Swell Capital’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,280	Closed	-$203K	–	173
2024 Q3	$203K	Buy	+2,280	New	+$170K	0.18%	97

Other funds holding COHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

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

Ground Swell Capital's COHR Position: Q4 2024 in Review

Ground Swell Capital sold out of Coherent (COHR) in Q4 2024, closing a stake of 2,280 shares — an estimated $203K sold.

Ground Swell Capital first reported a position in COHR in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

Ground Swell Capital reported no remaining Coherent position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 2,280 Coherent shares in Q4 2024, an estimated $203K.
Ground Swell Capital first reported a position in Coherent in Q3 2024 and held it in 1 quarter.
Ground Swell Capital's Coherent position peaked at $203K in Q3 2024.
629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.